Planning was particularly challenging this year due to the uncertainty surrounding pending legislation that could, among other things, increase top rates on both ordinary income and capital gains starting next year. On December 16th, it was announced that the Build Back Better bill would be debated further in January but there would be no changes in tax law in 2021.
Posted ByDuring the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.
Posted ByThere are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds.
Posted ByCybercrime and fraud continue to be serious threats, and constant vigilance is key. Following best practices and exercising caution when sharing information or executing transactions can help make a big difference.
Posted ByAt 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 ByWhat’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
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9 Productivity Tips That the 1% Know to Follow
advisorstream.com
Is your inner high-performer waiting to be unleashed? If so, here's what the 1% swear by for peak productivity.
The Importance Of Self-Leadership, And How It Makes You A Great Leader
advisorstream.com
Self-leadership influences and directs one’s thoughts, behaviors, and actions to achieve desired goals and is one of the most critical skills in becoming a great leader.
Old-School Scams Still Work, Even On Younger Generations
advisorstream.com
There’s so much buzz about AI taking over the scam universe, it’s easy to forget that "old school" scams are effective, especially when retirees are targeted.
5 Entrepreneurial Mindsets That Drive Success
advisorstream.com
Here are the mindsets shared by the most successful entrepreneurs.
The New, More-Hopeful Face of Alzheimer’s Disease
advisorstream.com
Advances in early detection and management of the disease have changed the way patients view an Alzheimer’s diagnosis—and how they live with it.