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Bob French CFA

Director of Investment Analysis

So, who am I?

I’m Bob French, the investments guy at Retirement Researcher. I’m also the Director of Investment Analysis at McLean Asset Management. My goal here is to help you use your investments to meet your retirement goals.

Prior to joining Retirement Researcher and McLean Asset Management, I was in charge of designing the analytical engine for instream – a financial planning tool that financial advisors use with their clients. I became a CFA Charterholder in 2010.

Before instream, I was at Dimensional Fund Advisors, and I was in charge of a data analysis tool that they provided to their financial advisor clients. Aside from helping people with the mechanics of the tool, most of my time was spent helping them understand how to interpret and explain the results to their clients. And it’s this piece – just writ a little larger – that I’m excited to have the opportunity to do here at Retirement Researcher. All of the information that you need to invest well is out there (somewhere), but I want to help give you the context and understanding to use that information to reach the retirement that you deserve.

Featured Articles

Do Stocks Get Safer The Longer You Own Them?

There are a lot of cliches in retirement planning. And a lot of them are cliches for a good reason – they’re good advice. But not always, and more than a few of them are right for the wrong reasons. 

One of those cliches is that with investing you need to focus on the long term to reduce the risks from investing. It is absolutely true that investing is a long-term activity, but is that second part true? Do stocks (and other types of investments) get safer the longer you hold onto them?

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How to Generate Inflation Adjusted Income in Retirement

Inflation is a fact of life. It’s also not so great for retirees. In fact, it’s one of the biggest risks that retirees face. By constantly eating away at the value of our savings and income, inflation will slowly reduce our purchasing power in retirement – if we don’t do anything about it.

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You Can’t Time the Markets

The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined even when it seems obvious the markets are going to go down.

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Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on March 4th – 7th from 12:00 – 2:00 PM ET each day.

Click below to learn more and reserve your spot!