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A Simple Estate Plan Review is Worthwhile
We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of peace in knowing our wishes have...
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Schulz Wealth Blog
Finally....A Fiduciary Standard that Makes Sense
With regard to a fiduciary standard for my industry, it’s been a long road so I won’t bore you with the historical details. From the lawsuits (see End of “Merrill Lynch” Rule Leave...
Lessons and Insight into Dallas Police & Fire Pension Debacle
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 yesterd...
In Investing As In Golf Instincts Can Lead Us Astray
At the urging of a friend I scheduled a golf lesson last weekend. The instructor patiently watched as balls ricocheted left and right off my 8 iron. With a grunt, he disappeared. I...
It's Tax Planning Season: 6 Things to Consider Now
It’s tax planning season at Schulz Wealth. From now until Thanksgiving, we’ll have our eyeshades on, reviewing accounts and client files to make sure we close out the year in a tax...
A Fire Safe is a Great Investment: Why You Should Have One
Do you have a fire safe at home? If you don’t, you should. It’s an important piece of any Estate plan, and too often overlooked. Some people prefer safe deposit boxes, but I like t...
3 Reasons to Get Serious about Your Finances
updated May 1, 2018 For many people, there is a point where things change financially. It’s at different stages of life for different people, but at that point, it’s time to get se...
5 Questions to Consider Before Current Market Conditions
As an investment adviser, people ask me all the time “how’s the market doing”, and I always try to answer politely. Believe it or not, I never watch CNBC and unless I’m trading tha...
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...
New DOL Regs: Business as Usual?
It’s inevitable, from working over twenty years in an industry like mine, you tend to get a little cynical. The ink is hardly dry on the new “fiduciary” standard promulgated by the...
Security Measures - Your Investment Adviser and You
Like all Registered Investment Adviser Firms, we maintain cyber security policies and procedures to protect sensitive client data from theft and fraud. Many of the measures we take...
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...
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 cam...
Greek Economic Crisis is a Democracy Crisis Too
World markets shuddered today as the Prime Minister of Greece acted in a very unpredictable manner. Prime Minister Tsipras called for a vote by the Greek people on whether or not t...
Bachelor of Free Swim
The Schulz family will be proudly in attendance at College Park Center in Arlington today for our oldest daughter’s graduation from college. One down…….three to go. Our daughter ha...
5 Tips Towards a Successful Retirement
In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as a good description either...
Willpower is Way Overrated
When it comes to saving and investing money, many times we are our worst enemy. Successful people learn to rely on good systems and processes to achieve their goals, not willpower....
Feel the Burn
Ten minutes into my spin class last night, clipped in with beads of sweat forming along my forearms, Dianna our instructor said exactly what I was anticipating: “add significant re...
Situational Awareness
Over twenty years ago, I remember standing on the bridge wing of the USS John Rodgers, a US Navy Destroyer. As Officer of the Deck, I was in charge. We were cruising at 15 knots, r...
Eight Years of Innovation
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 ...
Fiduciary Overkill
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...
Love and the Stock Market
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...
