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Schulz Wealth Blog

How Before Why is a Formula for Failure

How Before Why is a Formula for Failure

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...

The Truth About Life Insurance

The Truth About Life Insurance

Myth: Cash value life insurance is one of the worst financial products available. Truth: Many lives will be financially devastated by Dave Ramsey’s advice on life insurance. Dave R...

Year End 2007 Market Commentary

Year End 2007 Market Commentary

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 ...

Volatility Kills

Volatility Kills

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...