Site Map

Home

• Contact Us
• Our Mission
• Our Associates
• Our Location
• Blog
• Who are Our Clients?
• One On One With Us
• Giving Back
• Why The Lion?
• Who is Laura Mae?
• Consulting Services
• Wealth Planning
• Insurance Needs and Design
• Outside Council
• Past Events
• Values Based Investing
• Become a Client
• Account View
• Resources Index
• Jim's Videos
• Welcome to Schulfer & Associates Video
• Investment Management
• Retirement Income Planning
• Tell A Friend

Products & Services

• About LPL Financial

Associates

• LouAnn Schulfer
• Gene Schulfer
• Kelly Blue
• Micah Meza
• Ray Brown
• Jim Robinson

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Portfolio Lifespan
• Working While Collecting Social Security Benefits
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Research Articles

• Weekly Market Commentary | March 20, 2023
• Weekly Market Commentary | March 13, 2023
• Weekly Market Commentary | March 6, 2023
• Weekly Market Commentary | February 27, 2023
• Weekly Market Commentary | February 21, 2023
• Weekly Market Commentary | February 13, 2023
• Weekly Market Commentary | February 6, 2023
• Weekly Market Commentary | January 30, 2023
• Weekly Market Commentary | Jan. 23, 23
• Weekly Market Commentary | Jan-17-23
• Weekly Market Commentary | January 9, 2023
• Weekly Market Commentary | January 3, 2023
• Weekly Market Commentary | December 19, 2022
• Weekly Market Commentary | December 12, 2022
• Outlook 2023 | Client Letter
• Outlook 2023 | Finding Balance
• Weekly Market Commentary | December 5, 2022
• Weekly Market Commentary | November 14, 2022
• Weekly Market Commentary | November 7, 2022
• Weekly Market Commentary | Oct 31, 2022
• Weekly Market Commentary | October 24, 2022
• Weekly Market Commentary | October 17, 2022
• Weekly Market Commentary | October 10, 2022
• Weekly Market Commentary | October 03, 2022
• Weekly Market Commentary | September 26, 2022
• Weekly Market Commentary | September 19, 2022
• Weekly Market Commentary | September 12, 2022
• Weekly Market Commentary | September 06, 2022
• Weekly Market Commentary | August 29, 2022
• Weekly Market Commentary | August 22, 2022
• Weekly Market Commentary | August 15, 2022
• Weekly Market Commentary | August 8, 2022
• Weekly Market Commentary | August 1, 2022
• Weekly Market Commentary | July 25, 2022
• Weekly Market Commentary | July 18, 2022
• Midyear Outlook 2022 | Client Letter
• Midyear Outlook 2022 | Navigating Turbulence
• Weekly Market Commentary | July 5, 2022
• Weekly Market Commentary | June 27, 2022
• Weekly Market Commentary | June 21, 2022
• Weekly Market Commentary | June 13, 2022
• Weekly Market Commentary | June 6, 2022
• Weekly Market Commentary | May 23, 2022
• Weekly Market Commentary | May 16, 2022
• Weekly Market Commentary | May 9, 2022
• Weekly Market Commentary | May 2, 2022
• Weekly Market Commentary | April 25, 2022
• Weekly Market Commentary | April 18, 2022
• Weekly Market Commentary | April 11, 2022
• Weekly Market Commentary | April 4, 2022
• Weekly Market Commentary | March 21, 2022
• Weekly Market Commentary | March 14, 2022
• Weekly Market Commentary | March 7, 2022
• Weekly Market Commentary | February 28, 2022
• Weekly Market Commentary | February 22, 2022
• Weekly Market Commentary | February 14, 2022
• Weekly Market Commentary | February 7, 2022
• Weekly Market Commentary | January 31, 2022
• Weekly Market Commentary | January 24, 2022
• Weekly Market Commentary | January 18, 2022
• Weekly Market Commentary | January 10, 2022
• Weekly Market Commentary | December 27, 2021
• Weekly Market Commentary | December 20, 2021
• Outlook 2022 | Executive Summary
• Outlook 2022 | Client Letter
• Weekly Market Commentary | December 13, 2021
• Weekly Market Commentary | December 6, 2021
• Weekly Market Commentary | November 22, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | November 15, 2021
• Weekly Market Commentary | November 8, 2021
• Weekly Market Commentary | November 1, 2021
• Weekly Market Commentary | Oct. 25, 2021
• Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
• Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
• Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
• Weekly Market Commentary | September 13, 2021
• Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
• Weekly Market Commentary | August 30, 2021
• Weekly Market Commentary - September 20, 2021
• Weekly Market Commentary | August 23, 2021
• Weekly Market Commentary | August 16, 2021
• Weekly Market Commentary | August 9, 2021
• Weekly Market Commentary | August 2, 2021
• Weekly Market Commentary | July 26, 2021
• Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
• Midyear Outlook 2021 - Client Letter
• Midyear Outlook 2021 - Picking Up Speed
• Weekly Market Commentary | July 12, 2021
• Weekly Market Commentary | June 28, 2021
• Weekly Market Commentary | June 21, 2021
• Weekly Market Commentary | June 14, 2021
• Weekly Market Commentary | June 7, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 17, 2021
• Weekly Market Commentary | May 10, 2021
• Weekly Market Commentary May 3, 2021
• Weekly Market Commentary | April 26, 2021
• Weekly Market Commentary | April 19, 2021
• Weekly Market Commentary | April 12, 2021
• Weekly Market Commentary | April 5, 2021
• Weekly Market Commentary | March 29, 2021
• Outlook 2021: Powering Forward
• Weekly Market Commentary | March 22, 2021
• Weekly Market Commentary | March 15, 2021
• Weekly Market Commentary | March 8, 2021
• Weekly Market Commentary | March 1, 2021
• Weekly Market Commentary | February 22, 2021
• Weekly Market Commentary | February 16, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 1, 2021
• Weekly Market Commentary | January 25, 2021
• Weekly Market Commentary | January 19, 2021
• Weekly Market Commentary | January 11, 2021
• Weekly Market Commentary - January 4, 2021
• Weekly Market Commentary | December 21, 2020
• Weekly Market Commentary | December 14, 2020
• Weekly Market Commentary | December 7, 2020
• Weekly Market Commentary | November 30, 2020
• Weekly Market Commentary | November 23, 2020
• Weekly Market Commentary | November 16, 2020
• Weekly Market Commentary | November 9, 2020
• Weekly Market Commentary | November 2, 2020
• Weekly Market Commentary | October 26, 2020
• Weekly Market Commentary | October 19. 2020
• Weekly Market Commentary - October 12, 2020
• Weekly Market Commentary | October 5, 2020
• Weekly Market Commentary | September 28, 2020
• Weekly Market Commentary | September 21, 2020
• Weekly Market Commentary | September 14, 2020
• Weekly Market Commentary | September 8, 2020
• Weekly Market Commentary | August 31, 2020
• Weekly Market Commentary | August 24, 2020
• Weekly Market Commentary | August 17, 2020
• Weekly Market Commentary | August 10, 2020
• Weekly Market Commentary | August 8, 2020
• Weekly Market Commentary | July 27, 2020
• Weekly Market Commentary | July 20, 2020
• Weekly Market Commentary | July 6, 2020
• Weekly Market Commentary | June 29, 2020
• Weekly Market Commentary | June 22, 2020
• Weekly Market Commentary | June 15, 2020
• Weekly Market Commentary | June 8, 2020
• Weekly Market Commentary | June 1, 2020
• Weekly Market Commentary | May 18, 2020
• Weekly Market Commentary | April 27, 2020
• Weekly Market Commentary | April 13, 2020
• Weekly Market Commentary | May 4, 2020
• Weekly Market Commentary | April 20, 2020
• Weekly Market Commentary | April 6, 2020
• Weekly Market Commentary | March 30, 2020
• Weekly Market Commentary | March 23, 2020
• Weekly Market Commentary | March 16, 2020
• Weekly Market Commentary | March 9, 2020
• Weekly Market Commentary | March 2, 2020
• Weekly Market Commentary | February 24, 2020
• Weekly Market Commentary | February 18, 2020
• Weekly Market Commentary | February 3, 2020
• Weekly Market Commentary | January 27, 2020
• Weekly Market Commentary | January 13, 2020
• Weekly Market Commentary | January 6, 2020
• Weekly Market Commentary | December 30, 2019
• Weekly Market Commentary | December 23, 2019
• Weekly Market Commentary | December 16, 2019
• Weekly Market Commentary | Week of December 2, 2019
• Weekly Market Commentary | Week of November 25, 2019
• Weekly Market Commentary | Week of November 18, 2019
• Weekly Market Commentary | November 11, 2019
• Weekly Market Commentary | Week of October 28, 2019
• Weekly Market Commentary | Week of October 21, 2019
• Weekly Market Commentary | Week of October 14, 2019
• Weekly Market Commentary | Week of October 7, 2019
• Weekly Market Commentary | September 30, 2019
• Weekly Market Commentary | Week of September 23, 2019
• Weekly Market Commentary | Week of September 16, 2019
• Weekly Market Commentary | Week of September 9, 2019
• Weekly Market Commentary | Week of September 3, 2019
• Weekly Market Commentary | Week of August 26, 2019
• Weekly Market Commentary | August 19, 2019
• Weekly Market Commentary | Week of August 12, 2019
• Weekly Market Commentary | August 5, 2019
• Weekly Market Commentary | July 29, 2019
• Weekly Market Commentary | Week of July 22, 2019
• Weekly Market Commentary | July 22, 2019
• Weekly Market Commentary | July 15, 2019
• Weekly Market Commentary | July 8, 2019
• Weekly Economic Commentary | July 8, 2019
• Weekly Market Commentary | July 1, 2019
• Weekly Market Commentary | June 17, 2019
• Weekly Economic Commentary | June 17, 2019
• Weekly Economic Commentary | June 10, 2019
• Weekly Market Commentary | June 10, 2019
• Weekly Market Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of May 20, 2019
• Weekly Market Commentary | Week of May 20, 2019
• Weekly Economic Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 13, 2019
• Weekly Economic Commentary | May 13, 2019
• Weekly Market Commentary | May 6, 2019
• Weekly Economic Commentary | May 6, 2019
• Weekly Market Commentary | April 29, 2019
• Weekly Market Commentary | Week of April 22, 2019
• Weekly Market Commentary | April 15, 2019
• Outlook 2022: Passing the Baton

Videos

• Should You Pay Off Debt or Save for Retirement?
• The Basics of Social Security Retirement Benefits
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Information Request