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Leadership

Nov 29
0
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Thoughts on Collaboration and Accountability

By Rob Schulz | Financial Planning, Leadership

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…

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Apr 02
0

Economics Professor Gallaher’s No Free Lunch Finds a Young Disciple

By Rob Schulz | All, Financial Planning, Investing, Kids & Money, Leadership

Note: This post is from our intern – Chris Ensch. Chris attended a recent Rotary meeting with me and ran into his old economics professor from High School (College Equivalency),…

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Aug 29
0

Hurricane Harvey Disaster Relief

By Rob Schulz | All, Leadership

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…

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Dec 15
0

Lessons and Insight into Dallas Police & Fire Pension Debacle

By Rob Schulz | All, Financial Industry Regulation, Investing, Leadership, Retirement/401(k)

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…

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Apr 26
0

Advisors: It’s Time to Drop your Series 7

By Rob Schulz | All, Financial Industry Regulation, Leadership

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…

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Sep 11
0

Finding Your Own Definition of Financial Success

By Rob Schulz | All, Financial Planning, Leadership

  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…

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Aug 28
0

Moments of Truth and Texas High School Football

By Rob Schulz | All, Kids & Money, Leadership

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…

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Aug 12
0

Sea Stories on Leadership: Part II

By Rob Schulz | All, Leadership

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…

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Aug 01
0

Sea Stories on Leadership: Part I

By Rob Schulz | All, Leadership

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…

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Jun 29
0

Greek Economic Crisis is a Democracy Crisis Too

By Rob Schulz | All, Financial Planning, Leadership

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…

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