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.
At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This blog explains the difference between scenario planning and forecasting.
Celebrating Mother’s Day After Your Mom Is Gone
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Grief looms large on holidays, especially ones that remind you of someone you’ve lost, such as Mother’s Day, Father’s Day, birthdays or anniversaries.
The Lies We Tell Ourselves About Multitasking
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Our brains aren’t wired to juggle tasks. Remember what it was like to do one thing at a time?
How To Get A Free Stay On A European Stopover
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If you're planning to travel to Europe long-distance, it makes sense to take in an extra city or two. Here are three airlines that offer exciting stopover destinations en route to the final adventure.
From Kiplinger: Free Yourself of Stuff, Consider Downsizing
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Experts make downsizing and decluttering seem simple: Keep, trash or donate. You likely won’t be able to do it in a day. But here are some tips on how to start effective downsizing and decluttering.
What Happens if My Bank Fails?
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Learn more about why banks fail, how FDIC insurance works to help you recoup your money, and how to protect your finances.