leadership

P&L: Priorities & Lifestyle Episode 21- Creating Value in Your Business With Georgine Muntz Listen Now! Georgine Muntz is the CEO and Strategic Advisor of Visual Matrix,...

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 Mortgage, a...

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 corporate...

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 GluDown,...

2022 Living Magazine Award Recognizes Schulz Wealth as Best Financial Advisor in Arlington & Mansfield Schulz Wealth is proud to announce that our firm has been recognized by Living Magazine as the 2022 Best Financial Advisor in Arlington and...

In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has become easy for me to identify the attitudes that win and those that lose. Losing...

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...

During the Haiti crisis in the mid-90’s, I was a young sailor on watch. It was a calm, quiet, typical Caribbean sunny day and we were just off the coast of Hispaniola in the Windward Passage. Punching holes in the ocean, is what we called it,...

For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came out yesterday: Dallas police and fire pension plan problems caused by extraordinary...

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...

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...

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,...

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 in...

Real personal financial success cannot be accomplished until we have achieved a certain level of financial maturity. I believe proper spending, saving, investing, and planning are all learned traits. Accomplishing these things effectively...

As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She reminds me quickly that I am a fan and not an expert. No matter how many games...

“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read, just to protect you from being sued by me”. I quickly signed and...

It’s hard to believe the iPhone is eight years old this month and it’s hard to imagine daily life without it or the Android technology that was spurned by its invention. I conduct nearly all of my banking from my phone now, it’s my only camera,...