Rob Schmansky
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...
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Est. 2011
Fiercely Independent Fiduciary Financial Advice™
2013 PlanPlus Global Financial Planning Awards Finalist
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Rob Schmansky
- Aug 29, 2014
- 2 min
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...
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Rob Schmansky
- Jul 24, 2014
- 2 min
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...
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Rob Schmansky
- Apr 3, 2013
- 3 min
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...
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Rob Schmansky
- Dec 12, 2011
- 2 min
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...
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Rob Schmansky
- Nov 29, 2011
- 4 min
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...
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Rob Schmansky
- Apr 13, 2011
- 1 min
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...
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Rob Schmansky
- Mar 29, 2011
- 2 min
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...
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Rob Schmansky
- Jan 24, 2011
- 4 min
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,...
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Rob Schmansky
- May 24, 2010
- 2 min
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)...
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