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Investing

Jul 22
0

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...
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Jul 15
0

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...
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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 20
4

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,...
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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 24
3

So has some of this happened before?

By Austin Smith | Financial Planning, Investing, Security
In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping...
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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.

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