Schultz 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 ByWhat 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 ByPhilanthropy and charitable giving can take many forms – from donating gently used goods to making monetary gifts to charitable organizations. Having open conversations about philanthropy and charitable giving with your family is a way to encourage all members to participate in a common family gifting goal.
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.
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