“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…
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You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity. My hero’s lead quiet…
Shelly and I went sailing for the first time in many years this weekend. I was a little rusty. As we dodged and weaved our way through the 200 or…
Austin Smith, our newest and youngest Schulz Wealth employee, brings us this great illustration especially geared towards young people. Please share! When should you start saving for your retirement? The…
During the Haiti crisis in the mid-90’s, I was a young sailor on watch. It was a calm, quiet, typical Caribbean sunny day and we were just off the coast…
Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…
Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…
Unless you have been living under a rock for the last few months, you’ve probably heard about the Bitcoin craze and other cryptocurrencies using distributed ledger technology. I’m a borderline…
The market is hot right now – to say the least. We all know it’s cyclical in nature so in a way it feels like we’re just waiting on the inevitable…
A recent Wall Street Journal front page story, “The Morningstar Mirage,” stated what most advisers should already know: Morningstar ratings don’t mean much. In my experience, those who rely upon…
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