Investing, retirement, markets, and other personal finance insights from a Fiercely Independent Fiduciary™
November 26, 2016
Robert Schmansky, CFP®
The following was originally published by Robert Schmansky, CFP® at Forbes on November 25, 2016 as How a Trump Administration Could Make Retirement Savings and Security Great.
While waiting this holiday weekend to learn more about our future government’s leaders, I hav...
October 19, 2016
The other day, I wrote a quick, fun series of blogs on the impact that presidential candidates may have on retirement and financial planning.
While I’ve always attempted to provide my thoughts on policy in a fun tone, and made sure to pick on both candidates (though I’m...
May 6, 2016
This article originally appeared at Forbes by Robert Schmansky, CFP®.
Interest rates may be inching upwards, but it may be some time before your money market account does.
While popular wisdom is that rates can only increase, many money market funds have been operating a...
July 19, 2015
The following article by Robert Schmansky, CFP® was originally published at Forbes.com.
Perhaps my favorite aspect about providing financial guidance for a living is that I am an outside observer. I can review a client’s strengths and weaknesses, opportunities and thr...
July 17, 2015
Labor Secretary Thomas Perez recently testified before the House on a proposed rule to regulate financial advice related to employer-based retirement accounts and rollovers. Perez b...
June 29, 2015
The following was originally published June 29, 2015 at NerdWallet by Robert Schmansky, CFP®
In a recent episode of the HBO fantasy series “Game of Thrones,” the cute but deadly Arya Stark was tasked with assassinating a scam artist selling bogus “insurance” on the liv...
January 21, 2015
This article was originally written by Robert Schmansky, CFP® and published on NerdWallet's Advisor Voices.
Efficiency is good—when we’re efficient, we get things done. But efficiency can be harmful if not considered in the right context.
Advertising guru Rory Sutherla...
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
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