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Financial Matters

News and information to help improve your Four Capitals
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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
SFG Insights

SFG Insights: A Look Back at 2020

As we look back on 2020, we can probably agree that it was a year of change in many ways. The year began in a normal fashion, but radically changed in March as we all learned to adjust to a pandemic-stricken world. SFG’s business continuity plan and technology allowed us to pivot quickly and reprioritize

Posted By Schultz Financial Group Inc.
February 26, 2021
Cybersecurity

Protecting Against Online Fraud and Phone Scams

Online fraud and phone scams are a continuous threat in today’s virtual world. The Coronavirus pandemic has encouraged everyone to adapt to new technologies as a means for staying connected. However, users should be cautious about who is really on the other end of the screen or phone. Some scams target older adults by posing

Posted By Alyssa Dalbey
February 24, 2021
Financial Matters

Building Habits: A Four Capitals Guide by SFG – Financial Matters

In his book Atomic Habits*, James Clear transforms the science of habits into a practical framework he calls the Four Laws of Behavior Change. This framework can be used to develop good habits and break bad ones. Each law acts as a lever that influences behavior. The Four Laws are (1) Make it Obvious, (2) Make it Attractive, (3) Make it Easy, and

Posted By Schultz Financial Group Inc.
February 10, 2021
Estate Planning

Estate Planning: A New Perspective

Individuals may put off estate planning for several reasons. Among those reasons, few people find joy in considering their own mortality or incapacity. However, an estate plan is crucial in ensuring your assets – and your legacy – are passed appropriately to your heirs. Rather than focusing on the mortality of estate planning, focus on

Posted By Alyssa Dalbey
February 1, 2021
Investment Management

SFG Investment Due Diligence Process

What is due diligence?  Due diligence is the investigation of an underlying investment opportunity. It seeks to provide answers to the question “What are the potential risks of this investment?” so an investor can make a well-informed decision prior to investing capital in the opportunity. What is SFG’s process?  Our process can be broken down

Posted By Schultz Financial Group Inc.
January 27, 2021