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finance Archives - Schulz Wealth

Jun 23
0

Investing in a Complex Market

By Rob Schulz | Business Owners, Financial Planning, Investing, Other

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…

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May 20
0

Bachelor of Free Swim

By Go Rogue | Financial Planning, Kids & Money, Other, Wealth management

This week’s thoughts are some I have shared in the past several years ago, but are very relevant today with graduation season among us.  I still have two children in…

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Dec 21
0

Nothing in Life is a Straight Line

By Rob Schulz | Investing, Other

My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…

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May 21
1
blur-branches

Stay Invested, My Friends

By Rob Schulz | Investing, Other

Great post by Austin Smith!   Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….

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May 16
0
cable-call

Calling It: The Exciting Day When Financial Independence Just Happens.

By Rob Schulz | Financial Planning, Other

“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…

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May 10
0
boy-child-clouds

A Life Lived

By Rob Schulz | Financial Planning, Other

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity.   My hero’s lead quiet…

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May 01
1
accomplishment-ceremony

How your money can work for your future- Be an Amy, not an Adam!

By Austin Smith | Financial Planning, Investing, Kids & Money, Other, Retirement/401(k)

  When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…

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Jun 19
0

Financial Meetings with your Kids

By Rob Schulz | Budgeting, Financial Planning, Kids & Money, Other

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…

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May 20
0

Bachelor of Free Swim

By Rob Schulz | Financial Planning, Kids & Money, Other

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 has grown…

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May 08
0

Who’s the Boss?

By Rob Schulz | Leadership, Other

Many years ago I was with my good friend and longtime business partner Larry McNeil when someone asked him “What’s it like being your own boss?” to which Larry replied…

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