At Schultz Financial Group, we look forward to springtime for several reasons: warmer temperatures, budding trees and flowers, and financial planning conferences. In May, we were fortunate to partake in two conferences in San Diego with a variety of educational sessions, keynote speakers, and networking opportunities. Alyssa and Kaleigh attended the Institute of Wealth &
Employee stock options are a form of equity compensation that companies may offer to their employees. They are often granted as an incentive to motivate and retain employees, align their interests with those of the company, and provide them with a potential financial reward if the company’s stock price increases. What are Employee Stock Options?
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,
Americans in Their 80s and 90s Are Redefining Old Age
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Dementia rates are down, recovery rates are up. Many are thriving mentally and physically deep into their later years.
Getting Bored With Your Old Products? You Don’t Have to Replace Them
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We constantly feel compelled to buy new stuff when we get bored with what we have. There’s a better way.
So, You Think You Understand Golf Handicaps? Think Again
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Golf handicaps—how they’re calculated, how they’re used, how golfers manipulate them—are a big part of the game. And often misunderstood.
Time Is Not As Limited As You Think
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A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.
Saying 'Please' and 'Thank You' to ChatGPT Costs OpenAI 'Tens of Millions of Dollars'
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When it comes to AI, apparently it's more environmentally friendly (and cost-efficient) to skip the niceties.