Schulz Wealth Blog

By: Rob Schulz, CFP® November 24, 2010 You may have noticed the headlines as the Securities Exchange Commission, FBI, and federal prosecutors wrap up what they call the largest ins...

by: Rob Schulz, CFP September 13, 2010 I read an interesting article in the New York Times the other week. The article by Graham Bowley entitled: In Striking Shift, Small Investors...

By: Rob Schulz, CFP® April 28, 2009 Gretchen, my oldest, is going off to college next year so I thought I would briefly share some thoughts on college planning with you. Enlist the...

Myth: Cash value life insurance is one of the worst financial products available. Truth: Many lives will be financially devastated by Dave Ramsey’s advice on life insurance. Dave R...

Year End 2007 Market Commentary For 2007, the volatility in the equity market over the course of the year was significant. Most economists point to these factors that affected the ...

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! ...

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 deleve...

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 fore...

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...