OUR BLOG

Updates from the Team and the Podcast

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...

At What Age Do You Need a Financial Planner?

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!

Don't Confuse Your Politics With Your Pocketbook

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...

Thoughts on Recent Market Activity

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...

What Is A Roth Conversion And Why Do I Care?

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...