Ulrich Insights

‘Gold Rush?’

Gold Rush? Wednesday, June 30th, 2021 It has been said that ‘‘all that glitters is not gold.’’ While I would like to credit country western music […]

‘Two Weeks’

Two Weeks Wednesday, March 31st, 2021 Just like the 1986 Tom Hanks movie classic ‘‘The Money Pitt,’’ the global pandemic timeline has continued to disappoint. In […]

Tax Planning Strategy Webinar

Tax Planning Strategy April 1, 2021 Ulrich Investment Consultants hosted a  Tax Planning Strategy discussion with our Texas peers at Langley Banack and ADKF.  We look […]

2021 Market Outlook & Capital Market Assumptions

2021 Market Outlook & Capital Market Assumptions Wednesday, January 20th, 2021 Ulrich Investment Consultants hosted a webinar discussing our 2021 Market Outlook and Capital Market Assumptions, […]

Purple Haze

Purple Haze Thursday, December 31st, 2020 Well, it’s a wrap! The past 365 days (or should I say 366 with a leap year…as if we needed […]

“Financial Fitness for Non-Profits”

"Financial Fitness for Non-Profits" December 9, 2020 Our CIO, Whitney Solcher, recently participated in a “Financial Fitness for Non-Profits” webinar with Eskin Fundraising Training. To see […]

The Final Stretch

The Final Stretch September 30, 2020 We’ve reached the final turn in 2020, and I think we’re all ready to cross the finish line and put […]

The Coronavirus and the Economy – Why the Fed Matters

The Coronavirus and the Economy - Why the Fed Matters Wednesday, April 2nd, 2020 This week St. Mary's Hall Alum, Board Member and Chair of Investment […]


Adaptation Monday, April 1st, 2020 That is the name of the game. We are all having to adapt to what’s being dubbed the ‘‘new normal.’’ Those […]

A Self Fulfilling Prophecy

A Self Fulfilling Prophecy Friday, March 13th, 2020 Take your medicine! That’s what we are telling ourselves, as the US Government announces a national state of […]

2020 Economic Summit Agenda

2020 Economic Summit Agenda Friday, January 24th, 2020 A robust program and discussion, as we look forward to the next decade of investing. Link to Agenda. […]