I love this article by Mikey Rox on Wise Bread called 10 Habits of Financially Happy People (click on the link to read the article). Mikey used the word “happy”…
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Integrity is key. For Advisors, it’s easy to lose sight of integrity because the framework of the financial services industry creates conflicts of interest. In many cases, there is a…
Yes, I love market risk! The risk associated with the stock markets is completely beyond our control so most investors would not make such a bold statement. Instead, many make…
Our Depression by Rob Schulz, CFP® April 24, 2012 Instead of the “Great Recession”, I have started calling the downturn of 2008 “Our Depression” because of the significant change in…
The whole country watches today as the Supreme Court listens to arguments and debates the constitutionality of the Affordable Care Act. Their decision will have massive political and business implications…
by Rob Schulz, CFP® June 24, 2011 There is a lot of negativity out there and the stock market has reacted with increased volatility. If I were a gambler, I…
by Rob Schulz, CFP® June 6, 2011 I always ask my clients “why” when we discuss their financial goals and objectives. Why do you want to reduce debt? Why do…
by Rob Schulz, CFP® April 20, 2011 The SEC is currently looking into authorizing a universal fiduciary-duty regulation under the Dodd-Frank financial reform law. If carried out this would…
by Rob Schulz, CFP® February 4, 2011 Over twenty years ago my dad died from a sudden heart attack. Since then my life has been marked by many Critical Financial…
By: Rob Schulz, CFP® November 24, 2010 You may have noticed the headlines as the Securities Exchange Commission, FBI, and federal prosecutors wrap up what they call the largest insider…
