Tag Archives: portfolio construction

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

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

Best Investment Book Recommendations

Posted on December 22, 2011 by investsense

I’m often asked to recommend the “best” investment book for investors, especially at this time of the year.  Where are a number of helpful investment books available, I always recommend “Winning the Loser’s Game: Timeless Strategies for Successful Investing” by Charles D. Ellis.  Now … Continue reading →

Posted in Investment Portfolios, Portfolio Construction, portfolio planning, Portfolio Planning, Wealth Preservation | Tagged , , , , , , , | 3 Comments