Curated Insights

Investment Management

News and information to help improve your Four Capitals
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Investment Management

Options to Consider for Cash Investments

Cash is an asset class that may be overlooked. However, we believe it plays a key role in the overall diversification of a portfolio. Now that the U.S. is moving out of a 0% interest rate environment, investors may earn meaningful interest on their cash positions. There are a Few Options to Consider for Cash

Posted By Alyssa Dalbey
January 31, 2023
Investment Management

Inflation & Investing: What’s Happening, What Does It Means

In our 2021 article entitled Is the Monetary Policy Road on Track for Persistent Inflation?, we noted that America was in the middle of the road between “Monetarism” and “Modern Monetary Theory.” Since then, our view is the country has moved into the Modern Monetary Theory lane and is now trying to shift back toward

Posted By Russ Schultz
July 16, 2022
Investment Management

What is a Private Investment?

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,

Posted By Schultz Financial Group Inc.
March 25, 2022
Investment Management

Scenario Planning vs. Forecasting

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.

Posted By Schultz Financial Group Inc.
August 20, 2021
Investment Management

Active Portfolio Management is Not Always About “Picking Stocks”

What’s the difference between active and passive investing? Why does SFG prefer active? We often hear these questions when discussing our investment managers and strategies with clients – and understandably so. As actively managed exchange-traded funds (ETFs) and mutual funds (MFs) have underperformed over the past decade, we’ve seen explosive growth in passive ETFs and

Posted By Schultz Financial Group Inc.
August 16, 2021
Investment Management

SFG Investment Insights: Mid-Year 2021

As we noted in our 2020 Investment Insights report, the economic path remains shrouded in a dense fog. With the Delta variant of COVID-19 now making up more than 50%1 of cases, masks mandates, further shutdowns, and work-from-home implementations may either continue or be reinstituted by federal or local authorities. However, consistent with our core

Posted By Schultz Financial Group Inc.
August 5, 2021