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Apr 07
0

The Barbell Effect – Video

By Rob Schulz | All, Video
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Feb 13
0

Step 1 to a Great Investment Portfolio: Ditch the Salesperson

By Rob Schulz | All, Financial Industry Regulation, Investing

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…

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Dec 21
0

Nothing in Life is a Straight Line

By Rob Schulz | All, Investing

My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…

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Dec 11
0

Do you know where you are allocating your 401(k) dollars?

By Austin Smith | All, Retirement/401(k)

There are often many important questions around how to invest  money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…

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Nov 21
0

Freedom and Financial Independence

By Rob Schulz | All, Financial Planning

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…

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Nov 13
0

Bucket #3: Retirement Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

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…

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Nov 06
0

Bucket #2: Strategic Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…

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Nov 01
0

Bucket #1: Savings

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….

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Oct 29
0

A Rough Week in the Stock Market

By Rob Schulz | All, Investing

It’s 3 o’clock in the morning and I’m worried. Last week, the markets were down hard, with the S&P 500 going from positive double digit territory at the end of…

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Oct 23
0

Your Money From a Different Perspective

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…

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