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Investment Management

News and information to help improve your Four Capitals
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Investment Management

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, infrastructure, and hedge funds. Although

Posted By Tony Miller
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
Investment Management

Understanding the Gamestop (GME) Short Squeeze

The Gamestop (GME) Saga The speed and magnitude of the increase in the price of shares of Gamestop (GME) and a handful of other company’s stocks with high short interests, dominated news headlines in January 2021 due to a resulting short squeeze and gamma squeeze. In the span of 15 days (January 12 – January

Posted By Tony Miller
February 26, 2021
Investment Management

SFG Investment Insights: Year-End 2020

Executive Summary  It seems that no matter what you hear or read, outlooks for the global and U.S. economy hinge on the path COVID-19 takes moving forward. With that path currently unknown, the future remains shrouded in a dense fog. At SFG, we are not in the business of guessing uncertain outcomes or timing unpredictable

Posted By Schultz Financial Group Inc.
February 26, 2021