Tag Archives: retirement distribution planning

REAL Wealth Management 2021 – Wrap-Up

Posted on June 11, 2021 by investsense

Over the past few days, I have written posts to discuss what I perceive to be the three true areas of comprehensive wealth management – accumulation, preservation/protection and distribution/transfer. While many financial professionals may claim to be wealth managers, a … Continue reading →

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

REAL Wealth Management 2021 – Wealth Distributions and Transfers

Posted on June 10, 2021 by investsense

Today, we address what I consider to be the third aspect of a genuine wealth management program – distributions and transfers of one’s assets.  Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading →

Posted in Estate Planning, Integrated Estate Planning, Uncategorized, Wealth Distribution, Wealth Management | Tagged , , , , | Leave a comment

REAL Wealth Management 2021 – Preservation

Posted on June 9, 2021 by investsense

“Make as much money as you can and keep what you get. That’s the way to become rich.” – Scottish adage When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed … Continue reading →

Posted in Active Management Value Ratio, AMVR, Asset Protection, Estate Planning, Investment Advice, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Uncategorized, Wealth Management, Wealth Preservation, Wealth Recovery | Tagged , , , , , , , , | Leave a comment

REAL Wealth Management-2021

Posted on June 6, 2021 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 Investment Portfolios, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation, Wealth Recovery | Tagged , , , , , , , , , , , , | Leave a comment

“Humble Arithmetic,” Prudence, and Successful Investing – 2019

Posted on December 2, 2019 by investsense

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

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

Investor, Protect Thyself: The InvestSense Investor Self-Defense Strategy

Posted on October 15, 2019 by investsense

During his term as Chairman of the Securities and Exchange Commission (SEC).(1993-2001), Arthur Levitt focused more on investor protection than perhaps any other recent SEC Chairman. His advice from a 1999 speech, “Financial Self-Defense: Tips From and SEC Insider,” is … Continue reading →

Posted in Absolute Returns, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Consumer Rights, ERISA, Estate Planning, Fiduciary, Fiduciary Standard, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

The New DOL Fiduciary Rule – Effective June 9, 2017

Posted on June 7, 2017 by investsense

On June 9, 2017, the Department of Labor’s (DOL) new fiduciary rule (Rule), or at least parts of same, go into effect for retirement plans covered by the Employees’ Retirement Income Security Act, commonly known as ERISA. The Rule was … Continue reading →

Posted in Best Interests, Common Sense, Consumer Protection, Consumer Rights, DOL fiduciary rule, Equity Indexed Annuities, ERISA, Fixed Indexed Annuities, Investment Advice, Investment Portfolios, Investor Protection, IRA, pension plans, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Variable Annuities, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

3 Key (But Often Overlooked) Mutual Fund Return Statistics

Posted on March 4, 2017 by investsense

Anyone who knows me knows that the minute I see a “Top” or “Best” list with regards to financial advisers or investments, I immediately want to do a detailed forensic analysis to substantiate or disprove such claims. As a plaintiff’s … Continue reading →

Posted in Absolute Returns, Asset Protection, Closet Index Funds, Common Sense, Consumer Protection, ERISA, Fiduciary, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

New eBook Now Available

Posted on September 4, 2016 by investsense

My new eBook, “CommonSense InvestSense: New Strategies for Accumulating and Preserving Wealth,” is now available at amazon.com.

Posted in Common Sense, Investment Advisors, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Wealth Preservation – Avoiding Common Financial “Games”

Posted on September 13, 2015 by investsense

When people ask me what kind of law I practice, I tell them that I am a wealth preservation attorney. To me, wealth preservation consists of three separate areas of wealth management – accumulation, protection and preservation. Wealth preservation involves … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Distribution Planning, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment