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- 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...
- 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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