James Watkins

James Watkins

James Watkins is the Founder and CEO/Managing Member of InvestSense, LLC, an investment education company located in Snellville, Georgia. Mr. Watkins is an honors graduate of Georgia State University and a graduate of the University of Notre Dame Law School. He has held various financial planning and securities compliance related positions, including serving as Director of Financial Planning Quality Assurance for AXA Advisors, a division of the Equitable Life Assurance Company, and Director of the Peer Review Department at the Certified Financial Planner Board of Standards. Mr. Watkins has earned both the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISOR℠ designations from the College of Financial Planning and was appointed a CFP Board Ambassador in 2014. He is a member of the Fiduciary Section of the State Bar of Georgia and has extensive experience in fiduciary law, investment adviser/securities law, financial planning, wealth management planning, retirement planning and estate planning. He is the author of "The 401(k)/403(b) Investment "Manual: What Plan Participants and Plan Sponsors REALLY Need to Know."

Avoiding Costly ‘Closet’ Index Funds

Stockbrokers and other financial advisors are quick to promote expensive, actively managed mutual funds and the alleged benefits that such funds can provide over less...

How Effective is Your 401k?

The “Employee Retirement Income Security Act” (ERISA) was enacted to protect pension plan participants and their beneficiaries. Three main themes run through ERISA, (1) the avoidance...

Dirty Little Secrets – Games Brokers and Financial Advisors Play

There is a popular saying that “knowledge is power.” Nowhere is that truer than in the world of investing. Knowledge allows an investor to be...

Will Congress Step Forward and Help the Investor?

In a recent Forbes article, Edward Siedle suggested that additional subpoenas may be issued to pension advisors in connection with New York’s investigation of the...

Determining the True Value of Actively-managed Mutual Funds

This is Part 2 of a 2 Part series on Actively-managed Mutual Funds.   As I discussed in my previous article, “Protecting Investors from High Costs,” contrary...

Protecting Investors from High Costs

This is Part 1 of a 2 Part series on Actively-managed Mutual Funds.  You are given two investment options.  Fund A charges an annual management...

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