Curated Insights

Investment Management

News and information to help improve your Four Capitals
the approach
Investment Management

The Complexities of Investing $10 Million

Bill Hortz, Founder of the Institute for Innovation Development, recently interviewed Russ Schultz, Chief Executive Officer and Chief Investment Officer of Schultz Financial Group, about the complexity and challenges of investing and managing large sums of money. Hortz: Is investing $10 Million substantially different than investing $1M or smaller amounts of money? Schultz: The answer

Posted By Russ Schultz
January 15, 2024
Investment Management

SFG Investment Due Diligence Trips

Schultz Financial Group Inc. is committed to the Intellectual Capital of our team members. As such, this spring we attended various conferences and events, and we had several meetings with investment managers. Once an investment is approved, we continue to monitor the investment strategy, the makeup of the team, and perform ongoing due diligence. In

Posted By Alyssa Dalbey
June 12, 2023
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