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 one in Educational Psychology. I loved my college majors. I discovered by accident that my college major played a significant and positive role in my development and discovery process to …
Martin Olvera was not just a teacher in the next classroom, he was a friend and colleague that had an huge impact on my teaching career, but especially my students. I heard of his shocking and sudden death just a week ago and wrote this piece to remember what he did, not just …
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 stock and bond year! Everything went up! But the year started slow for three quarters and finished in the 4th quarter with nine straight weeks of gains for all five …
2023 Financial Retirement Year Review! A GREAT YEAR! Read More »
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 my volunteer work on the Los Angeles Unified School District Advisory Committee (Click here and scroll down to the Retirement Investment Advisory Committee, RIAC link) with how my portfolio has performed year-to-date to …
Year-to-Date Half Way Mark 2023 Portfolio Report by Steve Read More »
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 stars for an incomplete strategy, unnecessarily bashing passive strategy, and omissions of great investors. But a MUST read! The Fear of Missing Out The Behavioral Investor includes good qualities in …
Book Review: The Behavioral Investor by Daniel Crosby Read More »
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 just published the other day, you read my thinking, analyses, and my purpose for undertaking a major revamping. Let me be clear, the current plan is a great plan. While …
Steve’s LAUSD’s 457(b) “Modest Proposal” Update! Read More »
Hi LAUSD Colleagues. Welcome back to my blog. Exciting News! Below is my open letter to my colleagues on the Retirement Investment Advisory Committee (RIAC). But before I get to my letter, I want to introduce why I wrote the letter. I am so excited because our advisory committee (Retirement Investment Advisory Committee, RIAC) …
Open Letter to LAUSD’s 457(b) Advisory Committee: “A Modest Proposal” Read More »
Happy End of the First Quarter of 2023 Everybody! We all should be a least a little positive about the market performance in the first quarter, 2023. Yeah I know we are not out of the scary patch just yet. What can I say? The markets have struggled up and down for the past quarter …
First Quarter 2023 Report of Steve’s Retirement Portfolio Read More »
Please help LAUSD improve the 403(b) with Vanguard Group! Call or email the Office of Chief Financial Officer, David Hart. Phone: 213-241-7888 Email: cfo-info@lausd.net Simply write or call and tell whoever answers the phone that you want the CFO to add Vanguard on the 403(b). You don’t have to identify yourself. Here is the …
Los Angeles Unified School District’s Headquarters in downtown Los Angeles The word “passive” is hardly ever been a positive word in our aggressive, capitalistic, and materialistic-minded culture. We value and reward assertiveness and aggressiveness. We see the hero, always a lone wolf, played out in the media, movies, TV shows, the stories we tell …
First in a Series: Passive Strategy Proposal for LAUSD 457(b) plan Read More »