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...

November 18, 2018

What is a yield curve, and why are stock investors interested in its shape? (Link)

December 16, 2016

What should we make of the impact of rising interest rates on bonds? (Link to our Special Report)

October 22, 2016

The following is a response to a question from a retirement investor in their 20's wondering if they should invest in bonds - and specifically municipal bonds - in order to have a diverse portfolio.

Bonds are there for when you need money. They lose to inflation. We hol...

September 1, 2016

How can investors outpace inflation with low interest rates from global bonds? Read our special report here (link). 

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...

May 6, 2016

What has been the impact of the Federal Reserve on the economy?

Professor Eugene Fama and David Booth of Dimensional Fund Advisors (DFA) discuss the role of the Fed.

October 21, 2015

Dimensional Fund Advisors on portfolio construction for income and growth goals. 

September 15, 2014

Dimensional Fund Advisors Vice President Jim Parker wrote the below article discussing why gambling on interest rates doesn't work in bond investing, but global diversification does. 

 

Market expectations about interest rates change because of news. This makes it very d...

November 1, 2011

Update on Savings Bond Rates:

 

Series I  3.06% (Fixed Rate of 0.00%)

Series EE 0.60%

Please reload

Clear Financial Advisors-Best Detroit Advisors (WXYZ/ConsumerAffairs)

July 17, 2019

1/4
Please reload

CLEAR & INTENTIONAL  INVESTING

online fee-only fiduciary financial advisor blog robert schmansky
Categories
Follow Us
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
online fee-only fiduciary financial advisor blog robert schmansky
About Us

Detroit, Ann Arbor, and online fee-only, fiduciary financial advisor blog / podcast on retirement, investments, economy, taxes, 401k, 403b, Roth, IRAs

online fee-only fiduciary financial advisor blog robert schmansky

A Clear and Intentional Investment Plan

© Robert Schmansky | Disclaimer