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Investing

Jul 01
0

Love and the Stock Market

By Rob Schulz | All, Investing

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…

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Jun 30
0

What is Your Number?

By Rob Schulz | All, Financial Planning, Investing

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…

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Jun 30
0

If it Sounds too Good to be True………

By Rob Schulz | All, Investing

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,…

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Jun 30
0

Financial Markets Q&A

By Rob Schulz | All, Investing

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…

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Jun 30
0

Commentary Letter 2008

By Rob Schulz | All, Investing

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…

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Jun 30
0

Year End 2007 Market Commentary

By Rob Schulz | All, Investing

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…

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Jun 24
0

Volatility Kills

By Rob Schulz | All, Investing

  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:…

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