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...
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).
May 6, 2016
Robert Schmansky, CFP®
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...
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%
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
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