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Rob Schulz

Jul 07
4

Thoughts on Annuities

By Rob Schulz | Financial Planning, Investing, Security
In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...
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Jun 19
4

The Value of an Advisor

By Rob Schulz | Financial Planning, Investing, Security
We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...
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Jun 12
5

The Winning Attitude

By Rob Schulz | Financial Planning, Investing
In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has...
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May 28
4

Tips for Giving Advice to Young Adults

By Rob Schulz | Financial Planning, Investing, Security
It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a...
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May 14
4

COVID-19: Choosing Our New Normal

By Rob Schulz | Financial Planning, Investing, Security
This crisis has affected different families in different ways and in varying degrees. I can’t emphasize enough that we are living through a significant event. Sometimes it may not feel...
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May 06
4

Property Tax Season

By Rob Schulz | Financial Planning, Investing, Security
COVID-19 cut hockey season short and we'll see if my horns make it on the gridiron this fall for football season. In the meantime, it’s property tax season. If you...
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Apr 15
8

We’re Never Ready but That’s Okay

By Rob Schulz | Financial Planning, Investing, Security

Were you completely prepared for this? Was your family, your business, or your investment portfolio? I know I wasn’t completely prepared. How could I have been? The current crisis is…

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Mar 31
0

CARES Act Resource Guide in Plain English

By Rob Schulz | Financial Planning, Investing, Security

*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…

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Mar 12
0

In Case You Forgot

By Rob Schulz | Financial Planning, Investing, Security

It’s been over a decade now, and time softens even my most dramatic memories. I was in Chicago for the launch of an intensive year-long coaching program for advisors. My…

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Feb 06
0

Combining Traditional and Innovative Investing

By Rob Schulz | Financial Industry Regulation, Financial Planning, Investing

There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….

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