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2017 Mutual Fund Landscape
  • Jul 23, 2021

2017 Mutual Fund Landscape

How Clear Financial Uses ETFs In Our Portfolios
  • Jul 23, 2021

How Clear Financial Uses ETFs In Our Portfolios

Robert Schmansky, CFP® discusses how Clear Financial Advisors uses exchange-traded funds (ETFs) in client portfolios for ETF Advisor...
2016 The US Mutual Fund Landscape Report
  • Jul 23, 2021

2016 The US Mutual Fund Landscape Report

Will your mutual fund outperform? The 2016 Dimensional Fund Advisors (DFA) Mutual Fund Landscape report provides the data behind the...
  • Jul 23, 2021

Four Reasons to Not Invest in Your 401(k) (or 403(b), TSP, or other employer-sponsored retirement pl

The following article was originally published at Forbes on 12/22/14. By Robert Schmansky, CFP® A rule of thumb that savers are often...
  • Jul 23, 2021

The Curse of the Morningstar Top Fund Manager

The following article was first purchased at US News and World Report on 1/2/2014. By Robert Schmansky, CFP® Funds and returns earned by...
  • Jul 23, 2021

Why You Should Know Dimensional Fund Advisors

The following was originally published by Robert Schmansky for Forbes: Dimensional Fund Advisors (DFA) is often noted for the cultish...
  • Jul 23, 2021

Should you avoid mutual fund fees at all costs?

I work with a number of do-it-yourself clients that want to avoid fees. Often, I will recommend DIY investors who may have good low-cost...
  • Jul 23, 2021

How Many Mutual Funds Should You Own?

How many mutual funds do you need to own? For many, one may be appropriate. The Vanguard Total World Stock Index ETF (VT) provides a...
  • Jul 23, 2021

Financial Advice From Mutual Fund and Annuity Firms is Often Bad Advice

Recently I was able to review an investment and financial plan delivered to a client by a mutual fund company. I’ve written here at...
  • Jul 23, 2021

A Lower Cost Mutual Fund Could Mean Better Performance

Despite the time spent picking funds based on past performance data seems to suggest there are better indicators of a funds potential...
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