Financial Matters

Investment Management

What is a Private Investment?

What 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 By Schultz Financial Group Inc.
March 25, 2022

Charitable Giving

Charitable Planning Conversations

Philanthropy 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 By Alyssa Dalbey
December 17, 2021

Cybersecurity

Common Scams to Avoid This Holiday Season

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 By Jennifer Specter
November 17, 2021

Financial Matters

Hedge Fund Due Diligence

There 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 By Schultz Financial Group Inc.
November 15, 2021

Cybersecurity

Cybersecurity Best Practices

Cybercrime 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 By Jennifer Specter
October 21, 2021

Investment Management

Scenario Planning vs. Forecasting

At 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 By Schultz Financial Group Inc.
August 20, 2021