Tag Archives: wealth distribution

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

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

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

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 and Those Pesky 401(k)/403(b)/IRA Beneficiary Forms

Posted on March 9, 2014 by investsense

Everybody hates paperwork. So when employees and investors are asked to fill out all the paperwork associated with 401(k) plans and individual retirement plans (IRAs), most people just enter something without giving it  much thought. When I was a compliance … Continue reading →

Posted in Asset Protection, Common Sense, ERISA, Investment Advice, Investment Portfolios, Investor Protection, IRA, Life Advice, pension plans, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

“Hidden” Assets – Potential Liability Implication of the LaRue Decision for Attorneys, Fiduciaries and Their Clients

Posted on November 26, 2013 by investsense

During a recent deposition of an executor, I asked the executor, a bank trust officer, whether the bank had evaluated the defined contribution plan in which the deceased had participated. The trust officer replied that the funds in deceased’s account … Continue reading →

Posted in Asset Protection, ERISA, pension plans, 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

REAL Wealth Management – Wealth Distributions and Transfers

Posted on March 17, 2013 by investsense

This week, 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 Asset Protection, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , | Leave a comment