Investing, retirement, markets, and other personal finance insights from a Fiercely Independent Fiduciary™
January 17, 2019
(PDFs of our 2018 Market Presentation and the following 2018 Market Review Commentary)
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic grow...
January 1, 2018
Have you ever wondered how your state is managing its finances?
The Mercatus Center at George Mason University has an interactive map to compare the states on cash, budget, and pension funding (link).
July 8, 2017
This is a great series for what we aren't taught about money! Well worth your time no matter your age or experience.
A few economic ideas I use a lot in my classes:
Money helps those who receive it first
Money is only worth what the market believes...
July 7, 2017
"Most of the companies no longer had lobbyists."
Can you even imagine?
June 8, 2017
Can we predict the results of the stock market when interest rates rise? (Link)
February 28, 2017
This is an interesting data site for exploring differences between the states.
I’ve always wondered about the cost of living in Michigan compared to other states, and, have to say that I was a little surprised to learn how expensive we are!
For the young looking to set o...
January 12, 2017
Please also see our fourth quarter 2016 and annual 2016 market segment reviews.
In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. The year began with anxiety over China’s stock marke...
December 16, 2016
What should we make of the impact of rising interest rates on bonds? (Link to our Special Report)
November 2, 2016
Free market pricing is powerful! Prices send signals to producers and consumers, every moment of every day.
The pricing of financial markets is no different. This report is a reminder of the power of markets and pricing, and why it can be foolish to think our knowledge...
June 14, 2016
The following blog is provided by Jim Parker, Vice President of Dimensional Fund Advisors, on balancing the negative news we hear so often with some positive developments.
Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? Th...
Older Posts >
Robert Schmansky, CFP® Named on INVESTOPEDIA 100 List of Top Influential Financial Advisors
June 27, 2017
Robert Schmansky selected 40 Under 40 by InvestmentNews
June 22, 2015
Clear Financial Advisors-Best Detroit Advisors (WXYZ/ConsumerAffairs)
July 17, 2019
CLEAR & INTENTIONAL INVESTING
2018 1040 Tax Guides
clear financial answers
dimensional fund advisors (dfa)
dollar cost averaging
education planning esa 529
equity indexed annuities
in the media
money for millennials
mutual funds and etfs
preservation and inflation hedges
stock gurus and gamblers
tax numbers to know
things worth your time
thrift savings plan (tsp)
us news and world report blog
variable annuities are bad for your wealth