Financial Planning

Aug 06

Which Type Of Investment Account Should You Use?

By Austin Smith | Financial Planning, Investing, Retirement/401(k)

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...

Jul 22

The Death of Bonds?

By Rob Schulz | Financial Planning, Investing

The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down...

Jul 15

What’s The Market Got To Do With It?

By Rob Schulz | Financial Planning, Investing

Many of the conversations I’ve had recently about the stock market have revolved around the question “why” as in, “why is the NASDAQ hitting record highs in the middle of...

Jul 07

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...

Jun 19

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...

Jun 12

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...

May 28

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...

May 20

Finding Your Perfect Investment Portfolio

By Austin Smith | Financial Planning, Investing, Security

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,...

May 14

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...

May 06

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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© 2021 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

Which Type Of Investment Account Should You Use?

The Death of Bonds?

What’s The Market Got To Do With It?

Thoughts on Annuities

The Value of an Advisor

The Winning Attitude

Tips for Giving Advice to Young Adults

Finding Your Perfect Investment Portfolio

COVID-19: Choosing Our New Normal

Property Tax Season

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