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...

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....

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...

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...

  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...

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 ton of negativity dominating headlines all over the place. To name a few,...

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...

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...

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 the last quarter of the year wrapped up, we are now officially below the...

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

Q2 Executive Review Topics Employment/ Wage Rises Inflation Concerns Market Reaction Reading Review Download Q2 Executive Review Q2 2021 Economic Review

 

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...

Q1 Executive Review Topics Economic The Federal Reserve Market Overview Reading Review Download Q1 Executive Review Schulz_Wealth_Executive_Review_of_Q1_2021

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...

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! 

Rob published a great article in the Mansfield Record that talks about living life to the fullest while also planning for those unexpected events. Click below to read more!

Listen to Rob’s informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial  Click here 

A Trump administration rule that went into effect at the beginning of the year is requiring hospitals to reveal publicly for the first time what they charge for their services. A recent Wall Street Journal article How Much Does a...

  Listen to Rob’s informative interview with Gary Heldt on episode 30 |Rob Schulz: Founder & President of Schulz Wealth Click here     

All too often, people make investment decisions based upon their political concerns. Sure, policymakers can make changes to things like our taxes, minimum wage, and other regulations that affect our economy somehow, but not...

“I don’t mind paying income taxes, but it’s not my favorite thing either. It’s such a strange process. Every other bill I pay is pretty cut and dry. I get an invoice showing what I owe and a due date for when I need to pay it. Pretty simple.But...

Two weeks ago, I got a call from one of my clients. He owns almost 40,000 shares in an unknown local technology company that he bought from the founder many years ago. He paid around $20,000 for it at the time. The stock trades on...

Listen to Rob’s informative interview with Shanta Generally on Episode 113 | Thoughts on Things Financial. Click here 

I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars in 401(k) and IRA retirement account funds. All of their 401(k) and...