May 2009 It was almost one year ago when the mortgage meltdown came to roost in my head, and it’s been there ever since. Like many in my industry,…
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By: Rob Schulz, CFP® April 28, 2009 Gretchen, my oldest, is going off to college next year so I thought I would briefly share some thoughts on college planning with…
by Rob Schulz, CFP® 09/22/08 Q. The financial world is in a panic. Exactly what is going on? A. In addition to a recession and bear market, we are now…
May 5, 2008 After a very rough start to the year, it seems like a good time to quote Warren Buffet. The Sage of Omaha said back in 2001, “You…
Year End 2007 Market Commentary Because you are a valued client, I wanted to write down some brief thoughts for you as they relate to the economy. For 2007, the…
One of the most important lessons learned over the last few years in the stock market is that volatility kills a poorly managed portfolio. How? Let’s do the math:…
