Tag Archives: investment portfolios

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

“Humble Arithmetic,” Prudence, and Successful Investing

Posted on May 22, 2013 by investsense

Facts do not cease to exist because they are ignored. – Aldous Huxley In 2005, John Bogle, of Vanguard fame, spoke at the 60th anniversary conference of the Financial Analysts Journal. Mr. Bogle’s presentation, entitled “The Relentless Rules of Humble … Continue reading →

Posted in Investment Portfolios, Portfolio Construction, portfolio planning, Retirement Distribution Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , | Leave a comment

Wealth Preservation Saboteurs

Posted on April 30, 2013 by investsense

“Get what you can and keep what you have; that’s the way to get rich.” Scottish Proverb In a series of earlier posts, I discussed the three planning areas that I believe constitute real wealth management – wealth accumulation, wealth … Continue reading →

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

Three Numbers Every Investor and Fiduciary Should Remember

Posted on April 7, 2013 by investsense

The abundance of investment products and investment information available today can be intimidating and confusing to many investors, both novice and professional.  Over my twenty-plus years as an attorney and investment adviser, I have tried to help others focus on … Continue reading →

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

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

Dividend Investing vs. Variable Annuities

Posted on March 7, 2013 by investsense

Excellent analysis of problems with variable annuities from the “Seeking Alpha” web site . Only thing missing is discussion of the use of inverse pricing on VA’s annual fees, producing windfall for VA issuer at expense of VA owner. “Seeking … Continue reading →

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

CommonSense InvestSense: REAL Wealth Management 2019

Posted on February 22, 2013 by investsense

I originally ran this series back in 2013. The series has proven to be among the blog’s most popular posts. So we are going to update the original posts and re-run the entire series. Today we address the ongoing “wealth … Continue reading →

Posted in Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, 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

The Active Management Value Ratio™- Revealing the Undisclosed Cost of Actively Managed Mutual Funds

Posted on June 25, 2012 by investsense

Despite overwhelming evidence that actively managed mutual funds generally underperform passively managed index funds, the evidence indicates that most investors continue to purchase and hold actively managed funds.  Even when an actively managed fund does outperform its relevant index, the … Continue reading →

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

Sunlight Is the Best Disinfectant

Posted on March 12, 2012 by investsense

A previous InvestSense white paper discussed one question every investor should ask their financial advisers whenever investment recommendations are provided-“Why?”  The new InvestSense white paper, “Sunlight Is the Best Disinfectant,” provides nineteen more questions that investors should ask to better … Continue reading →

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