Investment Manager Roger Schreiner

Welcome to Calculated Success

I have spent the last 40 years of my life studying the science of investing.  The financial markets are the focus of my life’s work. Since 1989 I have been writing a newsletter for individual investors with the goal of helping them become better investors.  Today we are doing more research and more writing than […]

Continue Reading 0

The Limits of Good Economic Policy

On Monday, Megan McArdle, a Bloomberg View columnist, offered an excellent summation of the extraordinary fiscal and monetary intervention going on around the globe. I agree with her wholeheartedly.  There are limits to what fiscal policy and monetary stimulus can do.  Even Ben Bernanke and Janet Yellen would agree with that statement. The question is, […]

Continue Reading 0

New Client Portal & Mobile App

Today we launched a new web portal and mobile application for clients with improved functionality, several new features and a great look and feel. Access the new portal from our home page, Just click the yellow “Client Login” button and enter your User ID and Password as usual. From your mobile device, download the […]

Continue Reading 0

Inflation: Why it’s Bad, How to Invest

The Ludwig von Mises Institute is an amazing resource for learning and understanding economics. The myths perpetuated in the mainstream about inflation may be the most unfortunate of all economic untruths. Not only do the citizens of the world allow their governments to continuously inflate the money supply, they are convinced that a little inflation […]

Continue Reading 0

Expect the Unexpected: Lessons of the Century – Part 2

Last week we started a 3-part series that highlights the work of Dr. Bryan Taylor, President and Chief Economist of Global Financial Data, and his paper, “Ten Lessons for the Twenty-first Century Investor.”  His insights are so valuable I wanted to condense it into bit size pieces that could be more easily consumed by investors.  […]

Continue Reading 0

The Most Liquid Alternative Investment – Gold

Most alternative investments failed to provide investors with the protection they were seeking during the dotcom crash of 2000-2002 and the financial crisis of 2008.  However, gold did not disappoint investors according to an article published last month by the World Gold Council.  Gold has provided low correlation to stocks and bonds, and exceptional liquidity, […]

Continue Reading 0

Why Buy-and-Hold is Dangerous in Retirement

In a recent white paper, Investing for Retirement: The Defined Contribution Challenge, Ben Inker and Martin Tarlie show that asking the right questions can help investors reach the right solutions. They argue against the conventional wisdom that retirees should invest according to their “investment personality,” which is shorthand for seeking to maximize return within their […]

Continue Reading 0
Wired Advisor Alliance