Blog
Explore this Ulrich Insights page for relevant resources on timely topics and on-point information.
OF LIONS AND LAMBS - Q1 COMMENTARY 2026
It is said that “March comes in like a lion and leaves like a lamb,” and this year did not disappoint...
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John Ulrich Named to Trout Unlimited Board of Trustees
Company Founder and CEO, John Ulrich, recently was appointed as Trustee of Trout Unlimited, a National nonprofit 501(c) (3) conservation organization dedicated to protecting and restoring cold-water fisheries and watersheds across the US.
Read MoreFOUR-PEAT? Q4 Quarterly Commentary
Setting the Score It is generally true that markets tend to go up rather than down. However, the last three years have felt somewhat fairytale-like as it relates to performance...
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Top Financial Wealth Management Advisors 2025
This article is a third-party media feature published by Financial Services Review and is provided for informational purposes only. It should not be construed as an endorsement, testimonial, or guarantee of future investment performance.
Read MoreOnce Upon a Market - Q3 Quarterly Commentary
As the third quarter of 2025 comes to a close, we find ourselves in a fantastical, financial kingdom where markets (much like fairy tales) are filled with trials, twists, and occasionally: happily-ever-afters. This year has been quite a sto
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Ulrich Named Five Star Wealth Manager Award Winner
Ulrich Investment Consultants is proud to be featured in this month’s Texas Monthly magazine highlighting Whitney Solcher, CFA, Partner, Chief Investment Officer and Senior Advisor as a 2025 Five Star Wealth Manager Award Winner. To...
Read MorePass The Mustard
Market Commentary – Q2 2025 As we close out the second quarter of 2025 and celebrate our nation’s birthday, it’s hard not to feel a swell of patriotism amidst what could have been a far more tumultuous year in the markets. There have...
Read MorePress Release
Corinne Spacagna, Compliance Associate at Ulrich Investment Consultants earns IACCP® designation The IACCP Designation, co-sponsored by COMPLY and IAA is one of the only professional designations for compliance professionals,...
Read MoreAmen Corner
Spring has officially sprung and as March Madness and the Final Four dribble to a close, America’s sports fans turn their attention to one of the greatest contests of all time, and perhaps the most...
Read MoreWELCOME TO BEDFORD FALLS
2024 has felt a little like the fictional township of Bedford Falls. A small, quaint municipality in which the classic holiday movie, “It’s a Wonderful Life”, takes place. This down-home, tried and true, crockpot of Americana boasts...
Read MoreWHAT’S YOUR FANTASY?
While I have always considered myself a capable athlete, I have tended to gravitate towards individual activities versus team sports. That is not to say I am not a “team player,” however, more that I fear letting a fellow teammate...
Read MoreMarch Madness
It has been said that “good things come to those who wait.” That phrase has never been more accurate than for the Crimson Tide who, for the first time in the program’s 111-year history, patiently punched their very first ticket to the...
Read MoreThin To Win
As we roll into a new year fresh off six weeks of holiday celebrations and overindulging, we are likely feeling a bit more cognizant of our waistlines. It has been said that “you can never be too rich or too thin”, and as we make our...
Read MoreRed, White, and Boom!
I recently had the great fortune of taking a vacation to Europe, our first major excursion in nearly seven years. It was a wonderful change of scenery, culture and most importantly, climate! The summer heat had not quite hit the...
Read MoreAre We There Yet?
Many of you are probably just returning home from what we hope was a relaxing Spring Break vacation. Perhaps you went snow skiing or drove to the beach in the family station wagon. Whether traveling by land or air, you most likely had to...
Read MoreBaby It's Cold Outside
2022 ended with a variety of surprises and ‘‘gifted’’ many Americans a very ‘‘Blue, Blue Christmas.’’ Winter storm Elliot delivered a powerful dome of frigid weather that blanketed the country and colored weather maps in various shades...
Read MoreKeep Calm and Carry On
As we say goodbye to the longest reigning British monarch (and 2nd longest reigning of all time), perhaps we should take a page from Queen Elizabeth II’s playbook. Always stalwart and steadfast, she did not allow the little things...
Read MoreThe Rise of ESG Investing
ESG refers to the environmental, social and governance aspects of an investment. The ESG framework allows investors to evaluate companies based on non-financial factors, to measure an investment’s or company's sustainability...
Read MoreI'll Have the Cash Cow, Medium Rare
As the old saying goes, ‘‘Cash is King!’’, and these days those words are ringing true for the US dollar. The greenback has been on a surge, strengthening against other major currencies despite the gaping hole in our trade deficit...
Read MoreOn Strike...
The 3rd quarter of 2023 felt a little like a case of the “hangries.” Despite being at near full employment and having jobs a plenty (as of July there were 8.8 million job openings in the U.S., down from a March 2022 high of...
Read MoreEye of the Tiger
We started 2022 with hopeful and patriotic hearts as many turned their eyes and television sets towards the Beijing Winter Olympics to watch their favorite snow sport. These particular Games seemed aptly timed to coincide with the...
Read MoreHow to Prepare For The Largest Generational Wealth Transfer in History
When wealth passes on from one generation to the next, this is called an intergenerational wealth transfer. In the upcoming decade, baby boomers will be passing down their collected wealth to younger generations in what will likely be...
Read MoreHow To Set Up a Long-Term Financial Plan For Success
Understanding and planning for your financial needs is the most critical part of achieving economic security. A long-term financial plan can be a useful tool to improve your quality of life, while protecting and growing your wealth...
Read MorePortion Control
Another holiday season has come and gone; in and out, much like our waistlines! Yes, the five short weeks between Thanksgiving and New Years can take a toll on one’s figure and this year seemed worse than normal as everyone was ready...
Read MoreHurry Up and Wait
While 2020 was consumed by the ‘‘C’’ word (as in COVID) along with other expletives, 2021 seems to be associated with the ‘‘I’’ word, and I don’t mean ‘‘Inclusion.’’ The bad word as of late is ‘‘Inflation’’, and it’s on...
Read MoreHow to Manage Your Digital Assets
The financial world has shifted greatly since the introduction of digital assets with the Bitcoin Protocol in 2009. Since then, the term "Digital Assets" has expanded to cover a variety of financial elements. Digital assets are...
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