While conventional wisdom often states that investments will grow over time, that isn’t always the case. Fortunately, when an investment’s return is down, there is potential for harvesting tax losses. Tax-loss harvesting may reduce your annual income tax liability. What is tax-loss harvesting? Tax-loss harvesting is done by selling a security that has a fair
Posted ByIn 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 ByBill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our
Posted ByDomestic equity markets experienced their worst first half of a year since 1970 when the markets closed on June 30, 20221. The S&P 500, as an example, was down 21 percent the first half of this year. Additionally, the bond market has experienced volatility largely due to rising interest rates. Many investors understand that market
Posted BySchultz Financial Group hosted a webinar on the topic of How to Stay Safe from Cyber Crime and Identity Theft. Our guest speaker was Jeff Lanza who is a cyber security and identity theft expert who was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and
Posted ByWildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around
Posted By
Go Delete Yourself From the Internet. Seriously, Here’s How.
advisorstream.com
Find your data, request removal...and repeat.
Americans in Their 80s and 90s Are Redefining Old Age
advisorstream.com
Dementia rates are down, recovery rates are up. Many are thriving mentally and physically deep into their later years.
Getting Bored With Your Old Products? You Don’t Have to Replace Them
advisorstream.com
We constantly feel compelled to buy new stuff when we get bored with what we have. There’s a better way.
So, You Think You Understand Golf Handicaps? Think Again
advisorstream.com
Golf handicaps—how they’re calculated, how they’re used, how golfers manipulate them—are a big part of the game. And often misunderstood.
Time Is Not As Limited As You Think
advisorstream.com
A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.