Incorporating taxes with an investment plan is one area most investors want assistance with from a financial advisor. Lately, there has...

This article originally appeared at Forbes as It Pays to Diversify Beyond the S&P 500 by Robert Schmansky, CFP®. Investors often ask if...

This article originally appeared at Forbes by Robert Schmansky, CFP®. Following a rigid ideology can present weaknesses in life and an...

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...

With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can...

The following article was written by Weston Wellington of Dimensional Fund Advisors and published on 11/29/2011. It discusses the...

If your advisor invests in funds with names like Absolute Return, Active Opportunity, Opportunistic Preservation, or the like, this...

I have a difficult time forecasting my preference for meals. At times (many times), it’s pizza; other times, it’s something a little...

Last week a friend and I were catching up on life over lunch. This particular person happens to be an extremely knowledgeable investor,...

Originally published 5/24/2010 at the Financial Planning Association's All Things Financial Planning Blog Robert Schmansky, CFP(r)...