Schulz Wealth Blog

by Rob Schulz, CFP® April 20, 2011 The SEC is currently looking into authorizing a universal fiduciary-duty regulation under the Dodd-Frank financial reform law. If carried out thi...

by Rob Schulz, CFP® February 4, 2011 Over twenty years ago my dad died from a sudden heart attack. Since then my life has been marked by many Critical Financial Events (that’s the ...

by Rob Schulz, CFP® June 6, 2011 I always ask my clients “why” when we discuss their financial goals and objectives. Why do you want to reduce debt? Why do you want to save for ret...

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...

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...