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Est. 2011

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2013 PlanPlus Global Financial Planning Awards Finalist

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    Rob Schmansky
    • Jul 11, 2011
    • 2 min

    Chasing Yield will Get You Burned

    “More money has been lost reaching for yield than at the point of a gun.” ~ (I believe first attributed to) Raymond F. DeVoe, Jr. I don’t envy the financial press. For as much thought that a simple blog takes for me, to have to find new topics to discuss on an almost daily basis is something I do not envy. But there is one aspect of the press, and I’ll include blogs, articles, and radio programs by professionals, that bothers me recently. Over the last few weeks, where we ar
    11 views0 comments
    Rob Schmansky
    • Jul 11, 2011
    • 2 min

    Where can I earn a higher yield?

    “More money has been lost reaching for yield than at the point of a gun.” ~ (I believe first attributed to) Raymond F. DeVoe, Jr. I don’t envy the financial press. For as much thought that a simple blog takes for me, to have to find new topics to discuss on an almost daily basis is something I do not envy. But there is one aspect of the press, and I’ll include blogs, articles, and radio programs by professionals, that bothers me recently. Over the last few weeks, where we ar
    2 views0 comments
    Rob Schmansky
    • Jan 21, 2010
    • 2 min

    Avoid Retirement Clumsiness with a Ladder

    Originally published 1/20/10 at FiLife.com My childhood neighborhood had everything a kid could want: A school with plenty of field space for sports and games, a wooded area to explore (and be terrified of) and a community pool. During summers, I spent most of my time at the pool. When you’re young, there are two ways to exit the pool: the ladder (boring), or the cool way, which was any way other than the ladder. Clearly, there was only one way to do it. Before you develop en
    3 views0 comments

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