Rob Swanke, CFA®, CAIA, Senior Investment Research Analyst

Rob Swanke is a senior investment research analyst on the Equity Research team at Commonwealth. 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 studied finance and accounting at Boston College and is a CFA® and CAIA charterholder.
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  • Bringing the 60/40 Portfolio Back to Life

    With the Fed poised to push interest rates higher, and inflation at the highest levels we've seen in decades, investors may be wondering whether the 60/40 portfolio should be abandoned for an alternative approach. Here's an argument in favor of staying the course.

    Rob Swanke, CFA®, CAIA

    Rob Swanke, CFA®, CAIA

    04.22.22

  • With CARES Act Programs Closing, What’s Ahead for the Markets?

    Recently, the Treasury requested that the Fed return unused CARES Act funding. But what are the implications for investors?

    Rob Swanke, CFA®, CAIA

    Rob Swanke, CFA®, CAIA

    12.18.20

  • Investing in an Election Year

    Will we see market volatility in 2020 as a result of political uncertainty and investor bias? Here's what history tells us about election-year investing.

    Rob Swanke, CFA®, CAIA

    Rob Swanke, CFA®, CAIA

    01.07.20

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