- Jun 30, 2017
- May 6, 2017
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...
- Jun 7, 2016
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...
- Dec 28, 2014
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...
- Jan 3, 2014
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...
- Dec 11, 2013
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...
- Sep 20, 2013
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...
- Nov 28, 2012
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...
- Oct 11, 2011
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...
- Sep 22, 2011
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...
