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Security

Jul 07
4
pond-1

Thoughts on Annuities

By Rob Schulz | Financial Planning, Investing, Security
In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...
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Jun 19
4
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The Value of an Advisor

By Rob Schulz | Financial Planning, Investing, Security
We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...
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May 28
4
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Tips for Giving Advice to Young Adults

By Rob Schulz | Financial Planning, Investing, Security
It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a...
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May 20
4
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Finding Your Perfect Investment Portfolio

By Austin Smith | Financial Planning, Investing, Security
For almost everyone in investing, there are two main risks: 1. The Risk of Losing Money  2. The Risk of Losing the Opportunity to Make Money  Of these two risks,...
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May 14
4
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COVID-19: Choosing Our New Normal

By Rob Schulz | Financial Planning, Investing, Security
This crisis has affected different families in different ways and in varying degrees. I can’t emphasize enough that we are living through a significant event. Sometimes it may not feel...
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May 06
4
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Property Tax Season

By Rob Schulz | Financial Planning, Investing, Security
COVID-19 cut hockey season short and we'll see if my horns make it on the gridiron this fall for football season. In the meantime, it’s property tax season. If you...
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Apr 24
3
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So has some of this happened before?

By Austin Smith | Financial Planning, Investing, Security
In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping...
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Apr 15
8
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We’re Never Ready but That’s Okay

By Rob Schulz | Financial Planning, Investing, Security

Were you completely prepared for this? Was your family, your business, or your investment portfolio? I know I wasn’t completely prepared. How could I have been? The current crisis is…

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Apr 02
1
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My take on the CARES Act

By Austin Smith | Financial Planning, Investing, Security

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of…

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Mar 31
1
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CARES Act Resource Guide in Plain English

By Rob Schulz | Financial Planning, Investing, Security

*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…

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      © 2022 Schulz Wealth. © 2022 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

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