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Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
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Tax-Loss Harvesting is not an Integrated Income Tax Plan
Incorporating taxes with an investment plan is one area most investors want assistance with from a financial advisor. Lately, there has...
Rob Schmansky
Oct 16, 20144 min read
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The Benefits of Diversifying Beyond US Total Market Indexes
This article originally appeared at Forbes as It Pays to Diversify Beyond the S&P 500 by Robert Schmansky, CFP®. Investors often ask if...
Rob Schmansky
Aug 29, 20142 min read
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Benefits of Including Flexibility
This article originally appeared at Forbes by Robert Schmansky, CFP®. Following a rigid ideology can present weaknesses in life and an...
Rob Schmansky
Jul 24, 20142 min read
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The Importance of Integrating Tax and Investment Advice
As an advisor who works in taxes, it is interesting, and at times infuriating to see the costs some brokers will impose on their client’s...
Rob Schmansky
Apr 3, 20133 min read
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Is real estate a good investment?
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can...
Rob Schmansky
Dec 12, 20112 min read
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What Does a Winning Streak Tell Us?
The following article was written by Weston Wellington of Dimensional Fund Advisors and published on 11/29/2011. It discusses the...
Rob Schmansky
Nov 29, 20114 min read
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The Many Problems with Absolute Return and Opportunistic Investing
If your advisor invests in funds with names like Absolute Return, Active Opportunity, Opportunistic Preservation, or the like, this...
Rob Schmansky
Apr 13, 20111 min read
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All-or-Nothing is Never the Right Move
I have a difficult time forecasting my preference for meals. At times (many times), it’s pizza; other times, it’s something a little...
Rob Schmansky
Mar 29, 20112 min read
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Why Diversification Matters
Last week a friend and I were catching up on life over lunch. This particular person happens to be an extremely knowledgeable investor,...
Rob Schmansky
Jan 24, 20114 min read
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Financial Considerations for an Inheritance
Originally published 5/24/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r)...
Rob Schmansky
May 24, 20102 min read
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