Welcome New Readers!
Welcome new readers, my name is Steve! Whether you’re a long-term investor, just getting started, or somewhere in between, this is the place for you! My goal is to help you, no matter where you are in your life. It’s never too late to plan for your future, so join me in exploring the best tips and plans for you! I hope you find the resources that you’re looking for here. If you have any questions, or would like to chat, please fill out the form here.
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Recent Posts
Steve’s Q1 2024 Investment Portfolio Report
Quarterly Report by Steve Many in the professional adviser community regard psychology as a significant factor in investing. I have two degrees in psychology and …
Beloved Teacher Colleague’s Shocking Passing
Martin Olvera was not just a teacher in the next classroom, he was a friend and colleague that had an huge impact on …
2023 Financial Retirement Year Review! A GREAT YEAR!
Before you scroll down to my tables that reflect 2023 portfolio return as a whole, needless to say, 2023 turned out to be an outstanding …
Year-to-Date Half Way Mark 2023 Portfolio Report by Steve
Hi Family, friends, colleagues, and readers, This is a long half-year report as I combine my travels, books I read, cancer diagnosis and recovery, and …
Book Review: The Behavioral Investor by Daniel Crosby
A Critical and Objective Book Review of The Behavioral Investor by Daniel Crosby Reviewed By Former Licensed Therapist Steve Schullo, Ph.D. Amazon Review: 2 …
Steve’s LAUSD’s 457(b) “Modest Proposal” Update!
My Latest Good News on My “Modest Proposal.” By Steve Schullo Member-at-Large, LAUSD Retirement Investment Advisory Committee (RIAC) If you read my previous post …
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Meet Steve
Steve Schullo is a retired Los Angeles Unified School District elementary teacher. Because of his negative experiences with financial professionals and their terrible and costly retirement products, he has been and is still a 403(b) reform advocate and author of two books. Steve is not a licensed financial or investment advisor, and the information and experiences shared as a do-it-yourself investor contained herein is for informational purposes only and does not constitute financial advice.
FREE PDF Download of My Book
Steve is the author of an additional new book, released last year, “Fighting Powerful Interests: Educators Challenge Tax-sheltered Annuities and WIN!” A story of how a handful of LAUSD educators struggled for years to improve the 403(b) to no avail. But we never quit! We were instrumental in LAUSD’s implementation of the new 457(b) plan, and ended up with a “Plan Design” award.
