@InvestSense profile picture
James Watkins @InvestSense

Attorney, CFP Board Emeritus(tm), AWMA. fiduciary risk management counsel. Tweets/RTs neither legal/ investment advice nor endorsements. investsense.com

Joined July 2011
  • Tweets 23,008
  • Following 1,620
  • Followers 1,374
4,037 Photos and videos
James Watkins retweeted
Notre Dame Lacrosse@NDlacrosse
3 Jul 2024
𝗔𝗖𝗖 𝗠𝗔𝗟𝗘 𝗔𝗧𝗛𝗟𝗘𝗧𝗘 𝗢𝗙 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥 Pat Kavanagh becomes the first Anthony J. McKevlin Award winner in Notre Dame history after his incredible 2024 season! 📰: fightingirish.com/pat-kavana… #GoIrish☘️
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Independent broker-dealers often appoint other brokers to supervise other brokers. In exchange, these supervising brokers receive a percentage of the supervised broker's commissions. 'Broker who took client funds for 17 years is barred' investmentnews.com/broker-de… via @investmentnews

Broker who took client funds for 17 years is barred

"A broker admitting that he has been ripping off clients for 17 years is beyond troubling," said one attorney.

investmentnews.com
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'Supreme Court muddies regulatory authority of SEC and DOL' investmentnews.com/regulatio… via @investmentnews

Supreme Court muddies regulatory authority of SEC and DOL

Federal agencies could be more easily defeated in court over their interpretations of laws passed by Congress.

investmentnews.com
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Never ceases to amaze me how many people greet me with "Go Irish" during my travels. Gotta be the back to back bay's champs ND lacrosse cap.
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Americans have a right to hear the evidence before the election. Hopefully, the evidentiary hearing will take place asoon as possible and be televised, if possible. cnn.com/2024/07/01/opinions/…

Opinion: Why Trump shouldn’t celebrate the immunity ruling just yet | CNN

The court’s opinion makes clear that this ruling is not a death knell for Jack Smith’s election interference case, write Norm Eisen, E. Danya Perry and Joshua Kolb.

cnn.com
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Wait. Monthly income without having to surrender the investment itself? Equity income? Great idea! #transparency #retirementplanning #WealthManagement #investing
VanEck
@vaneck_us
8 Aug 2023
Get to know preferred securities and the $PFXF ETF.
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We need men who can dream of things that never were. inspiringquotes.com/inspirat…
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James Watkins retweeted
Mary Beth Franklin@MBFretirepro
7 Dec 2023
Replying to @PTPadgett
Peter Stahl is my go-to expert on Medicare!
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The #1 post on our "CommonSense InvestSense" blog continues to be our Q&A styled post on variable annuity issues. investsense.com/2021/04/21/v… thinkadvisor.com/2024/06/17/…

Variable Annuities: Reading Between the Marketing Lines

Variable Annuities:Reading Between the Marketing Lines James W. Watkins, III, J.D., CFP®, AWMA®CEO/Managing MemberInvestSense, LLC “Variable annuities are one of the most overhyped, most over…

investsense.com
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Annuity Owners Face Online Information Gap | ThinkAdvisor thinkadvisor.com/2024/06/17/…

Annuity Owners Face Online Information Gap

Only 5% of survey respondents told Nationwide they were happy with the amount and quality of information available.

thinkadvisor.com
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Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds fa-mag.com/news/biden--irs-t… #estateplanning #wealthmanagement

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

fa-mag.com
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Want to evaluate the value-added worth of you investment adviser/plan adviser? This post will point out key issues to address to ensure that you are receiving a commensurate return for the price you are paying. #consumerprotection #investorprotection #fiduciaryliability
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If Charley Ellis posts something, smart people read it...Nuff said! blogs.cfainstitute.org/inves…

Investment Management Fees Are (Much) Higher Than You Think

Most investors think investment management fees are low. They're wrong.

rpc.cfainstitute.org
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James Watkins retweeted
The Fighting Irish
@FightingIrish
30 May 2024
THE WAIT IS OVER. Lock in for @NDFootball home games 🎟️ → bit.ly/3VbE6Na #GoIrish
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aging.senate.gov/press-relea…

Casey, Colleagues Introduce Bill to Increase Social Security Benefits, Help Seniors Deal with...

The Boosting Benefits and COLAs for Seniors Act would ensure that Social Security benefits increase...

aging.senate.gov
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#Leadership
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slate.com/news-and-politics/…

The Supreme Court’s June Opinion Dump Will Be Devastating and Unprecedented

As we await the coming torrent of toxic opinions, we should bear this fact in mind: The pile-up of blockbusters did not happen by accident.

slate.com
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That time of the season again! Section IV of the Chattooga River (the section on which Deliverance was filmed). Shown here -Seen here - 7 Foot Falls. Is it like the raft ride at Six Flags? Of course!
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This 👇 #truth
Laurence Tribe 🇺🇦 ⚖️
@tribelaw
8 Jun 2024
The great federal judge David Tatel “writes that he stepped down from the U.S. Court of Appeals for the D.C. Circuit in January in part because he was tired of having his work reviewed ‘by a Supreme Court that seemed to hold in such low regard the principles to which I’ve dedicated my life.’” washingtonpost.com/politics/…
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Here's What Makes a Rep High Risk: FINRA | ThinkAdvisor thinkadvisor.com/2024/05/30/…

Here's What Makes a Rep High Risk: FINRA

There are several warning signs and ever-evolving methods of spotting them, according to FINRA officials.

thinkadvisor.com
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