There was a major selloff in the stock market this week as investors processed information about the coronavirus. As we discussed these events, Austin and I inadvertently found ourselves talking…
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….
A classic either/or question that comes up from time to time in client discussions. Based upon our own life experiences, we all tend to lean one way or the other…
As the New Year turns I would encourage anybody who doesn’t have one, to go get a financial plan put together. But remember, just having one will not solve everything…
Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”,…
Thoughts on Collaboration and Accountability Accountability is a powerful driver of success that most of us want to avoid like the plague. Just like planning it’s not very fun and…
Avoid this Investing Pitfall There are often times when we’re too smart for our own good. Our success and genius in our work lives provides a false sense of competency…
I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of humans…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…
© 2020 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.
