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 6/14/2010 at the Financial Planning Association's All Things Financial Planning blog Robert Schmansky, CFP(r) With...

For a piece in Dow Jones Adviser I discussed that in some situations keeping things simple makes sense financially: This simpler...

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

Financial advisors are recommending more alternative investment strategies in an effort to find yield. The most common support of these...

Industry consolidation and frustrated brokers have left many families wondering if they should move their accounts to their broker’s new...