Tag Archives: InvestSense

CommonSense InvestSense: Accumulating and Preserving Wealth

Posted on August 21, 2013 by investsense

Facts do not cease to exist because they are ignored – Aldous Huxley Your account is a brokerage account and not an advisory account. Our interests may not always be the same as yours. Please ask us questions to make … Continue reading →

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

“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

“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 →

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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

3 (and a half) Common IRA Mistakes to Avoid

Posted on November 8, 2012 by investsense

Individual retirement accounts (IRAs) have proven to be a very popular investment option.  When set-up properly, IRAs can provide investors with greater flexibility and overall wealth management opportunities than traditional retirement accounts such as 401(k) and 403(b) accounts. That said, … Continue reading →

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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 →

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