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…
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P&L: Priorities & Lifestyle Episode 29 - Reassuring Our Clients during Tough Times with Austin Smith Listen Now! The past two years have been—and still are—extraordinary times. With extraordinary times...
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You have never heard of my heroes, so naming them by name is unimportant. Besides, my heroes are not interested in the publicity. My heroes lead quiet lives in attractive,…
P&L: Priorities & Lifestyle Episode 28 - What It Means To Be An Entrepreneur with James Loomstein Listen Now! James Loomstein is a managing partner at Rogue Marketing Agency, a...
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Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was and…
P&L: Priorities & Lifestyle Episode 27 - What To Do With Your Property in Today’s Economy with Mark Cabal Listen Now! Mark Cabal is a professional realtor who runs Mark...
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P&L: Priorities & Lifestyle Episode 26 - Mentoring Your Career and Humanity with Burt Hicks Listen Now! Burt Hicks is the President and Chief Strategy and Growth Officer at Encore...
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Thoughts on Things on Thursday 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…
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,…
P&L: Priorities & Lifestyle Episode 25 - Building an Efficient HR Team with Jennilee Autry Listen Now! Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built...
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P&L: Priorities & Lifestyle Episode 24 - Never Stop Planning Your Finances with Kevin Kennedy Listen Now! Kevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial...
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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….
This week’s thoughts are some I have shared in the past several years ago, but are very relevant today with graduation season among us. I still have two children in…
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…
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…
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…
Do You Have a Transition Plan? Tom Brady Unretired For over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In…
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…
Stocks have had a terrible start to the year, and major indexes have officially entered correction territory (falling at least 10 %). On top of stocks falling, there is a…
Thoughts on Things on Thursday 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…
Thoughts on Things on Thursday 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…
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…
The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As…
Last week was not a fun week to be invested in the stock market at all. The US market is in the middle of a 10%* correction, causing all of…
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
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