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investments 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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Apr 07
0

Are You a Top Priority?

By Rob Schulz | Financial Planning, Other

Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients.  When we bring on a…

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Feb 13
0
war-desert-guns

Step 1 to a Great Investment Portfolio: Ditch the Salesperson

By Rob Schulz | Financial Industry Regulation, Investing, Other

Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…

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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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Nov 21
0

Freedom and Financial Independence

By Rob Schulz | Financial Planning, Other

  I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of…

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Nov 21
0

In Investing As In Golf Instincts Can Lead Us Astray

By Rob Schulz | Financial Planning, Investing, Other

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,…

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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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