by Rob Schulz, CFP® April 20, 2011 The SEC is currently looking into authorizing a universal fiduciary-duty regulation under the Dodd-Frank financial reform law. If carried out this would…
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by Rob Schulz, CFP® February 4, 2011 Over twenty years ago my dad died from a sudden heart attack. Since then my life has been marked by many Critical Financial…
By: Rob Schulz, CFP® November 24, 2010 You may have noticed the headlines as the Securities Exchange Commission, FBI, and federal prosecutors wrap up what they call the largest insider…
by: Rob Schulz, CFP September 13, 2010 I read an interesting article in the New York Times the other week. The article by Graham Bowley entitled: In Striking Shift, Small…
By: Rob Schulz, CFP® June 25, 2010 A large insurance company is currently running an advertising campaign, “Do You Know Your Number?” and I like it so much I am…
Updated: October 2017 Myth: Cash value life insurance is one of the worst financial products available. Truth: Many lives will be financially devastated by Dave Ramsey’s advice on life insurance….
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,…
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:…
