The Independent Market Observer

Rob Swanke, CFA®, CAIA

Rob Swanke is a senior investment research analyst on the Equity Research team at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2012, he is responsible for overseeing the mid-cap equity section of the firm's recommended list of mutual funds, individual equity analysis, and equity portfolio reviews. Rob graduated from Boston College, where he concentrated in finance and accounting. He is a CFA® and CAIA charterholder.

Recent Posts

Finding Income in a Low-Rate Environment

August 6, 2020

Brad here. Today, Rob Swanke, an analyst with Commonwealth’s Investment Management and Research team, takes a look at the benefits and the risks of preferred stock as a source of yield in a portfolio. Over to you, Rob.

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Investing in an Election Year

January 7, 2020

Brad here. Today, Rob Swanke, an analyst with Commonwealth’s Investment Management and Research team, shares his insights. Enjoy!

It’s 2020, the beginning of a presidential election year. As the months unfold, the election will likely become the primary market risk to worry about for many people. Democratic primary voting will begin in February with the Iowa caucuses, but only 4 percent of the delegates will be chosen that month. The party’s direction won’t begin to unfold until March 3, when 34 percent of the delegates will be chosen by 14 states. But we still won’t have clarity at that point, as delegates are distributed proportionally for each state by the Democratic Party. With several candidates polling in the double digits, a lot of uncertainty regarding the Democratic nominee may exist right up to the July convention. Although the bull market has lasted more than a decade, will valuations keep moving higher in this uncertain political climate?

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Don’t Miss the Green: Inflation and Your Portfolio

August 13, 2019

Brad here. Today's look at inflation and your portfolio is brought to you by Rob Swanke, a fixed income analyst on our Investment Management and Research team. Take it away, Rob.

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