During 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
Posted ByWhat is a Donor-Advised Fund? Donor-advised funds are charitable investment accounts that can be opened at many of the major brokerage firms, such as Charles Schwab and Fidelity, or at a local community foundation. Two of the biggest advantages of donor-advised funds is the flexibility they offer to donors and their tax advantages. Individuals with
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Nine Ways to Protect Yourself From ‘Impostor’ Voice Scams
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A secret word, a silent text message and some deep breathing can shield you from scam callers.
The Five Things You Shouldn’t Tell ChatGPT
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The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or y...
How to Avoid the Copycat Hotel Websites That Are Ripping You Off
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Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.
The Joys of Floating Down a Wild River
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Here are three trips to consider where the crowds are minimal and the scenery is spectacular.
Planning a European Getaway? Here’s the Latest on Travel Rules
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The requirements for travel vary based on the destination. The United Kingdom says U.S. citizens need to get electronic travel authorizations ahead of their flights. The European Union will eventually...