Q1 Executive Review Topics Economic The Federal Reserve Market Overview Reading Review Download Q1 Executive Review Schulz_Wealth_Executive_Review_of_Q1_2021
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Let's think back to the third quarter of 2019. We are sitting in an investment strategy meeting and all of the sudden a tip from the future comes in. “Over...
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Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax...
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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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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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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…
There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…
Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…
Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….
