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Updates From The Experts

Schulz Wealth Economic Overview - Q3 2022

Things seem to be backward concerning the stock market and the economy right now. The better the economic data, the worse the stock market performs. Especially when it comes to job reports and the unemployment rate. September non-farm payrolls...

Schulz Wealth Executive Review of Q3 2021

Q3 Executive Review Topics Delta’s Impact On The Jobs Market Sustained Inflation Supply Chain Concerns Market Reaction Download Q3 Executive Review Schulz Wealth Economic Overview- Q3 2021

Which Type Of Investment Account Should You Use?

Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax treatment: Tax Deferred – Pay it Later Tax deferred...

Finding Your Perfect Investment Portfolio

For almost everyone in investing, there are two main risks: 1. The Risk of Losing Money  2. The Risk of Losing the Opportunity to Make Money  Of these two risks, we can choose to eliminate one or the...

So has some of this happened before?

In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping GDP expectations for the quarter. Some reports expecting something...

My take on the CARES Act

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of government officials ordering people to stay home. To keep people and businesses...

Bucket #3: Retirement Planning

  Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an earlier age allows us to invest more aggressively in order to take maximum advantage of our...

Bucket #2: Strategic Planning

  Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of buying their first home, while others may be...

Bucket #1: Savings

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner. An example for shorter term goal would be planning a big overseas trip, or maybe...

Your Money From a Different Perspective

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When thinking about our financial goals, it is often much easier to think...

Start Investing Today- Your Future Self Will Thank You

How much money do we need to have to begin investing? The truth to this question is a lot less than we think. Many people I have talked to believe that they need to have thousands of dollars saved up to fund their initial investment, however this...