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stocks 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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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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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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Mar 26
0

Life Insurance Can be a Beating

By Rob Schulz | Financial Planning, Insurance, Other

Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…

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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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Jan 17
0

Picking Stocks: Sound Fun? Think Again

By Rob Schulz | Investing, Other

My dad was a Stockbroker for many years before he went to work with my grandad in the newspaper business. He had played the game, knew the rules, and explained…

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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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