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 […]

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Investing in Volatility

In August of 2012, we became one of the first investment managers in the country to offer investors a way to invest in an actively managed directional volatility strategy.  The SCM Long/Short Volatility Strategy employs a proprietary quantitative investment process that attempts to profit from trends in stock market volatility by establishing a long or inverse […]

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How to Deal with K-1s

The introduction of investment products that provide exposure to certain assets classes, such as currencies, commodities and energy infrastructure, has caused Schedule K-1 tax reports to become more common. Receiving one or more K-1 reports around tax time is new for many investors, so it can be unsettling for some people. In most cases, K-1s […]

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What’s Your Retirement Number?

Remember the ING commercial from a few years ago, “What’s Your Number?” Planning for retirement is like planning for a vacation you’ll be taking in 10, 20 or 30 years. Except the vacation will last for the rest of your life. You need to figure out what you need/want and how much it’s going to […]

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