CommonSense InvestSense
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CommonSense InvestSense- Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
- InvestSense 101: Assets Under Management…or Mismanagement? – Separating Fact From Fiction
- Battle of the Best Interests: Why the Financial Services Industry Opposes a True Fiduciary Standard and Genuine Investor Protection
- 1+1=34: A Step-by-Step Guide to Wealth Management and Preservation Using the Active Management Value Ratio
- At What Cost?: Annuities, Cryptocurrency, and 401(k) Plans
- “CommonSense InvestSense”- Simplifying Prudent Investing with the Active Management Value Ratio™
- “At What Cost” – Annuities and Cryptocurrency vs. Wealth Preservation and Investor Protection
- “The Lie of the Pie” – Mutual Fund Marketing “Trickeration”
- Upon Further Review-Rethinking the Investment Decision-Making Process
- The Active Management Value Ratio™ 3.0: Maximizing Cost-Efficiency to Improve Investment Returns and Wealth Preservation
Tag Archives: mutual funds
Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA® Most pension plans use mutual funds as the primary investment options within their plan. The Restatement of Trusts (Restatement) states that fiduciaries should carefully compare the costs and risks associated with a … Continue reading
Posted in 401k, Active Management Value Ratio, AMVR, annuities, Consumer Protection, cost efficient investing, cost-effficiency, defined contribution plans, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Fiduciary Standard, Investment Advisors, Investment Portfolios, investments, Investor Protection, pension plans, plan sponsor, Retirement, Retirement Plan Participants, Retirement Planning, retirement readiness, Uncategorized, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged 401k, Active Management Value Ratio, defined contribution plans, due diligence, ERISA, ERISA litigation, forensic analysis, investments, investor protection, mutual funds, plan sponsor, risk management
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InvestSense 101: Assets Under Management…or Mismanagement? – Separating Fact From Fiction
James W. Watkins, III, J.D., CFP Board Emeritus™, AWMA® The other day I noticed yet another publication announcing their list of top investment advisors. I always enjoy reviewing such lists, not so much for who is on the list, but rather … Continue reading
Posted in annuities, Asset Protection, Consumer Protection, investing, investments, Investor Protection, Uncategorized, Variable Annuities, Wealth Management, Wealth Preservation
Tagged investing, investments, InvestSense, mutual funds, personal-finance, wealth management, wealth preservation
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“The Lie of the Pie” – Mutual Fund Marketing “Trickeration”
The financial services industry likes to use charts…a lot of charts. Attorneys do not like charts. Charts can be confusing and misleading, sometimes deliberately so. One judge told me that after I had argued the connection between charts and “weaseleze,” … Continue reading
Posted in 401k, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Rights, cost efficient investing, cost-effficiency, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, investments, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged financial planning, investing, investment advice, investment portfolios, investments, investor protection, mutual funds, portfolio construction, wealth management, wealth preservation
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Cost-Efficiency and Common Sense: Simple Factors in Improving the Accumulation and Preservation of Wealth
Section 7 of the Uniform Prudent Investors Act (UPIA) states that “[w]asting beneficiaries’ money is imprudent.” While the UPIA is directed at trustees and the management of trust assets, common sense tells you that the warning is equally applicable to … Continue reading
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