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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How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and…
Thoughts on Things on Thursday Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even…
Thoughts on Things on Thursday Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with…
In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not…
P&L (Priorities and Lifestyle) Podcast with Rob Schulz- A Show for Business OwnersNow Live! Join us as host and financial planner Rob Schulz connects with business owners and experts to...
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Some years back, my two younger kids expressed an interest in investing. Admittedly, I botched their initial entry into the finance world. The recent acceleration of stock trading by new…
I had the opportunity recently to attend a meeting with renowned psychologist Bill Crawford, Ph.D., about how our brains respond to strong emotions. Dr. Crawford explained the brain as having…
Rob got the chance to talk with Kelechi from the Rambling Mind podcast. Together they discuss Rob's concept of net spenders and net savers along with many other things. Are...
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Listen to Rob's informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial Click here
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