We at Schultz Financial Group, Inc. (SFG) are proud to announce an exciting change in our ownership structure, solidifying our commitment to sustained growth and exceptional service. Effective January 1, 2023, two longstanding and accomplished team members assumed co-ownership of the firm, further enhancing our dedication to our clients and our vision for the future.
Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our
Wildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around
We are pleased to announce that Alyssa (Yocom) Dalbey, CFP® recently earned the Certified Private Wealth Advisor® (CPWA®) certification. Alyssa is only one of nine financial services professionals in Reno to have obtained the CPWA® certification and only one of two women in Reno to obtain the certification. The CPWA® designation is an advanced professional
What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,
There are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds.
23andMe Hack Is a Wake-Up Call for Your Password Habits
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The recent breach at the DNA test-kit company 23andMe shows a simple yet powerful truth about data security: Don’t reuse passwords, people.
Living As Long As Rosalyn Carter Or Charlie Munger–A Lot Is Up To You
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In the last two weeks several famous Americans in their 90s (and even 100) have died. Living a long life is not all about fame or fortune. You control many of the factors.
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
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Planning Trips With Family and Friends Is Messy. Here’s a New Solution
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
www.advisorstream.com
Planning Trips With Family and Friends Is Messy. Here’s a New Solution
6 things to do right away if your package is stolen this holiday season
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This holiday season, most of us are expecting packages. If your package has been lost or stolen, reach out to the sender or seller about a replacement or refund. You can also file a claim with the shi...