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market Archives - Schulz Wealth

Apr 21
1

Economic Overview Q1 2022: Inflation

By Go Rogue | Budgeting, Financial Industry Regulation, Financial Planning, Investing, Other

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not…

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Mar 08
0

Protecting your Downside in an Up-Market

By Rob Schulz | Financial Planning, Investing, Other

Wow, the market is pretty hot right now with valuations at all time highs. Data suggests small investors are jumping in with both feet. A recent WSJ article quoted Martin…

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Feb 06
0

Feel the Burn

By Rob Schulz | Financial Planning, Other

Ten minutes into my spin class last night, clipped in with beads of sweat forming along my forearms, Dianna our instructor said exactly what I was anticipating: “add significant resistance…

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Jan 24
0

ROTH 401(k): Underutilized and Misunderstood

By Rob Schulz | Financial Planning, Other, Retirement/401(k)

It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions.  Most employers by now have amended their plans to allow these contributions but…

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Feb 15
0

I Love Market Risk

By Rob Schulz | Investing, Other

Yes, I love market risk!  The risk associated with the stock markets is completely beyond our control so most investors would not make such a bold statement. Instead, many make…

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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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