Investing, retirement, markets, and other personal finance insights from a Fiercely Independent Fiduciary™
February 7, 2014
Can you tell if an advisor is qualified?
June 17, 2011
Last week, a broker-dealer (owned by a major financial advisory firm and insurance company) asked its advisors to sign “letters of support” to show they will move their client accounts wherever the broker-dealer may sell them.
This broker-dealer has been the subject of...
June 1, 2009
Industry consolidation and frustrated brokers have left many families wondering if they should move their accounts to their broker’s new firm
Your phone has been ringing from your broker like never before. She’s not calling to talk about the market, or changes to your...
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