Category

leadership

Schulz Wealth Economic Overview - Q2 2022 - Updated

Schulz Wealth Economic Overview – Q2 2022 As the year has rolled on, current inflation levels have become the most prominent overhanging fear in the economy. Inflation is 9% for the first time since the 70s and 80s, and the more significant...

Schulz Wealth Economic Overview - Q2 2022

Schulz Wealth Economic Overview – Q2 2022 As the year has rolled on, current inflation levels have become the most prominent overhanging fear in the economy. Inflation is 9% for the first time since the 70s and 80s, and the more significant...

P&L: Priorities & Lifestyle Episode 7

  P&L: Priorities & Lifestyle Episode 7- Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard Listen Now!       Shawn Broussard is the CEO of Service First...

P&L: Priorities & Lifestyle Episode 5

  P&L: Priorities & Lifestyle Episode 5 - Investing in an Opportunity Zone with Brandon Jones Listen Now!       Brandon Jones is a shareholder at Winstead PC, a national...

P&L: Priorities & Lifestyle Episode 22

  P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

A Life Lived

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, inviting homes where their values and interests are proudly displayed....

Thoughts on Collaboration and Accountability

Thoughts on Collaboration and Accountability Accountability is a powerful driver of success that most of us want to avoid like the plague. Just like planning it’s not very fun and sexy. Years ago, I decided it was time to get back in shape. At...

Hurricane Harvey Disaster Relief

I am sure many of you have experienced a similar moment in the last few days. For me, it was a picture posted on Facebook by one of my old college buddies. A picture of the house he grew up in, where I had stayed many times as a guest, completely...

Hurricane Harvey Disaster Relief

I am sure many of you have experienced a similar moment in the last few days. For me, it was a picture posted on Facebook by one of my old college buddies. A picture of the house he grew up in, where I had stayed many times as a guest, completely...

Advisors: It’s Time to Drop your Series 7

You’ve still got time. Think of the DOL’s new fiduciary rules as a shot across the bow. Heed the warning, change course, and discover how rewarding this business can be without the glaring conflicts of commission. Loaded mutual funds, variable...

Advisors: It's Time to Drop your Series 7

You’ve still got time. Think of the DOL’s new fiduciary rules as a shot across the bow. Heed the warning, change course, and discover how rewarding this business can be without the glaring conflicts of commission. Loaded mutual funds, variable...

Finding Your Own Definition of Financial Success

  We have all formulated strong ideas of what success looks like since childhood. In many ways, personal financial success gets defined FOR us by the outward appearances of those we believe to be successful. The financial planning process helps...

Finding Your Own Definition of Financial Success

  We have all formulated strong ideas of what success looks like since childhood. In many ways, personal financial success gets defined FOR us by the outward appearances of those we believe to be successful. The financial planning process helps...

Moments of Truth and Texas High School Football

The hot August sun was starting to make itself known as morning advanced. There were just a few plays to go until the first Freshman inter-squad scrimmage of the season would be over. Small groups of parents along the sideline idly watched and...

Moments of Truth and Texas High School Football

The hot August sun was starting to make itself known as morning advanced. There were just a few plays to go until the first Freshman inter-squad scrimmage of the season would be over. Small groups of parents along the sideline idly watched and...

Sea Stories on Leadership: Part II

On the Fo’c’sle of the USS John Rodgers in the warm sun of Valparaiso, Chile we watched as command passed from one captain to another. We knew little and had learned less about our new CO in the two weeks he had been aboard. Quiet and unassuming,...

Sea Stories on Leadership: Part II

On the Fo’c’sle of the USS John Rodgers in the warm sun of Valparaiso, Chile we watched as command passed from one captain to another. We knew little and had learned less about our new CO in the two weeks he had been aboard. Quiet and unassuming,...

Sea Stories on Leadership: Part I

This is a two part series about two Captains I served under consecutively aboard the USS John Rodgers, a Spruance Class destroyer, shortly after the Persian Gulf War. The first came to us from a shore tour he had just completed at the Pentagon...

Sea Stories on Leadership: Part I

This is a two part series about two Captains I served under consecutively aboard the USS John Rodgers, a Spruance Class destroyer, shortly after the Persian Gulf War. The first came to us from a shore tour he had just completed at the Pentagon...