Tag Archives: InvestSense

The Power of the Proactive Investor, Part Two

Posted on July 9, 2011 by investsense

In Part One of this post, we highlighted strategies that proactive investors can use to better protect their financial security.  The strategies mentioned in Part One were more oriented toward the investment account as a whole. However, most securities claims … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , | 2 Comments

The Power of the Proactive Investor, Part One

Posted on July 9, 2011 by investsense

“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 sure you under-stand your rights and our obligations to you, including the extent … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , , | 1 Comment

Street Smarts

Posted on June 3, 2011 by investsense

Wall Street has a lot of colorful sayings.  Some of the sayings actually contain useful information for investors.  I often refer to some of my favorite Wall Street sayings during my presentations.  Interestingly enough, I often have people come up … Continue reading →

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

Optimizing Your Retirement Plan’s Investment Options

Posted on May 4, 2011 by investsense

One of the things that continues to amaze me are the number of cases we see where participants in a retirement plan have set up unsuitable portfolios in their retirement accounts, thereby exposing themselves to unnecessary investment risk.  When asked … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , , | 2 Comments

The Absolute Truth About Wealth Preservation Investing

Posted on April 21, 2011 by investsense

American investors lost trillions of dollars as a result of the bear markets of 2000-2002 and 2008.  As a result of such losses, mutual funds companies are beginning to offer so called absolute return mutual funds.  The goal of an … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation | Tagged , , , , , , , , , , , | 2 Comments

Hello world!

Posted on January 19, 2011 by investsense

“InvestSense – the art of combining sound, proven investment techniques with common sense to provide investors with both upside potential and protection against downside risk.” The goal of the “CommonSense InvestSense” blog is to provide investors with information that they can … Continue reading →

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