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Updates From The Experts

P&L: Priorities & Lifestyle Episode 28

  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...

P&L: Priorities & Lifestyle Episode 27

  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...

P&L: Priorities & Lifestyle Episode 26

  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...

Thoughts on Things on Thursday | 02.10.2022

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...

Investing in a Complex Market

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...

P&L: Priorities & Lifestyle Episode 25

  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...

Mental Health Matters

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...

Retirement Impacts Your Life

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...

Economic Overview Q1 2022: Inflation

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....

Are You a Top Priority?

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...

Thoughts On Things | 3.24.22

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...

Thoughts On Things | 3.10.22

  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...

Thoughts On Things | 02.24.22

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...

Thoughts on Things on Thursday | 01.27.2022

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...

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

What Happened When My Kids Started Investing?

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...