Tag Archives: investment losses

“CommonSense InvestSense™”…Account Management

Posted on June 6, 2013 by investsense

“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Special Investor Alert-Questions About New “Barron’s Advisors”

Posted on May 29, 2013 by investsense

In February, 2012 I wrote a post regarding the value of Barron’s “Top 1000 Advisers List,” citing the questionable criteria used and lack of transparency on the calculation process used in preparing the list. Barron’s has just published a new … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Uncategorized, Wealth Preservation | Tagged , , , , , , , , , , , , , | 3 Comments

REAL Wealth Management 2019- Preservation

Posted on March 9, 2013 by investsense

When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed by “what’s that” question. In my law practice, wealth preservation law covers several areas of the law, primarily wealth management, tax … Continue reading →

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

Avoiding the “Missing the Ten Best Days” Ruse

Posted on July 7, 2012 by investsense

Stockbrokers and investment advisors sometimes employ the “missing the best days in the market” ruse to convince investors to stay in the market, even when economic and market indicators suggest a more defensive strategy.  In some cases, advice is simply to preserve … Continue reading →

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , | Leave a comment

Bigger Than Madoff?

Posted on March 3, 2012 by investsense

The new InvestSense white paper, “Dirty Little Secrets: Protecting Investors and Fiduciaries Against ‘Black Box’ Investment Fraud,” provides information and advice on how to avoid the often subtle and overlooked problem of “black box” asset allocation/ portfolio optimization plans.  Based … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

New Wealth Recovery White Paper

Posted on February 1, 2012 by investsense

InvestSense’s new White Paper, “Recovering ‘Hidden’ Assets: Wealth Preservation and Recovery Strategies for Heirs, Beneficiaries and their Advisers,” addresses the increasing problem of executors, trustees and other fiduciaries overlooking and/or failing to advise heirs and beneficiaries of potential assets of an estate … Continue reading →

Posted in Investment Portfolios, Investor Protection, Wealth Preservation | Tagged , , , , , , , , | Leave a comment

New Investor Protection White Paper

Posted on January 4, 2012 by investsense

With the new year comes the renewed debate for a universal fiduciary standard that would protect the public by requiring that anyone providing investment advice to the public must put the customer’s financial interests ahead of those of the adviser.  … Continue reading →

Posted in Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , , , | Leave a comment