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Updates From The Experts

What is Your Number?

By: Rob Schulz, CFP® June 25, 2010 A large insurance company is currently running an advertising campaign, “Do You Know Your Number?” and I like it so much I am going to steal it! You should know your number because the first step towards a...

Financial Markets Q&A

by Rob Schulz, CFP® 09/22/08 Q. The financial world is in a panic. Exactly what is going on? A. In addition to a recession and bear market, we are now experiencing a massive deleveraging as financial institutions that have lost access to capita

If it Sounds too Good to be True.........

May 2009 It was almost one year ago when the mortgage meltdown came to roost in my head, and it’s been there ever since. Like many in my industry, I had been watching mortgage foreclosures mount since the fall of 2007. However; I didn’t fully ...

Volatility Kills

One of the most important lessons learned over the last few years in the stock market is that volatility kills a poorly managed portfolio. How? Let’s do the math: Examplele 1: Fred invested $100,000 in Investment A that earned 50% in the first...