As earnings season cycles around again, publicly traded companies will release results for the last quarter and for the year-end. Smaller, closely-held companies are busy too as many close out their tax year, fund profit-sharing plans, and put...
Dec
29
When I was a young child, my great-uncle would arrive at our house with my grandparents just before Christmas. Most years, he would bunk up with me. My room was down a long hall from the living room, past the entryway and my sister’s room....
Oct
27
I hate the word “retirement” even more as I get older and closer to it myself. Why do I hate it? The word itself does not even remotely sound like fun at all. Retire comes from Middle French retirer (“draw back”) or withdraw. Therefore,...
Oct
13
When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail commissions? Are you crazy?” Maybe I was crazy, but I was about...
Sep
29
In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboard engines, gas tanks, and batteries associated with power were too...
Sep
15
Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will. When this happens, a judge has to approve everything, and all of...
Sep
02
Schulz Wealth: PP&E 401(k) Retirement Savings from Shiny Box Pictures on Vimeo.
Sep
01
By now, most of you have heard about the Student Loan Relief Plan announced by the Biden administration. There are varying opinions on the announcement, but from my experience, for many, loans encourage poor decision-making when we don’t have to...
Jul
26
2022 Living Magazine Award Recognizes Schulz Wealth as Best Financial Advisor in Arlington & Mansfield Schulz Wealth is proud to announce that our firm has been recognized by Living Magazine as the 2022 Best Financial Advisor in Arlington and...
Jun
24
Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the present. This process creates wealth...
Jun
23
Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...
Jun
02
This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling. We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...
May
05
Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact? The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...
Apr
21
Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not been a consideration for my clients ever until this year....
Apr
07
Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients. When we bring on a new client, the first step is to help them...
Mar
24
Do You Have a Transition Plan? Tom Brady UnretiredFor over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In February, Tom Brady retired. Six weeks later, Brady unretired and headed back to...
Mar
10
How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and it means we believe that God grants us the ability to...
Feb
28
Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even depreciating assets, like your car, boat, or RV, have appreciated over the last...
Jan
28
In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not so great. The market corrected, and there was nowhere to hide. Didn’t...
Apr
09
Some years back, my two younger kids expressed an interest in investing. Admittedly, I botched their initial entry into the finance world. The recent acceleration of stock trading by new investors fueled by online message boards parallels the...
Mar
30
I had the opportunity recently to attend a meeting with renowned psychologist Bill Crawford, Ph.D., about how our brains respond to strong emotions. Dr. Crawford explained the brain as having three sections, the lower, middle, and high brain...
Mar
10
Rob got the chance to talk with Kelechi from the Rambling Mind podcast. Together they discuss Rob’s concept of net spenders and net savers along with many other things. Are you a net spender or a net saver? Tune in to find out!
Feb
22
Listen to Rob’s informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial Click here
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