Financial Matters

SFG Insights

The Purchase and Sale Agreement (PSA) for Commercial Real Estate

The world of commercial real estate is constantly changing, especially in today’s current climate. The new issues rising have affected transactions such as Purchase and Sale Agreements (PSA’s) and the relationship between buyers and sellers. To obtain a better understanding of the recent updates, SFG interviewed an attorney from the commercial law firm, Guild, Gallagher

Posted By Schultz Financial Group Inc.
April 5, 2021

Financial Matters

Organizing Your Financial Matters

Each minute, we are receiving new bits of information, tasks, or physical items that must be dealt with. As such, organization is an ongoing, evolving process that is never quite complete. Organizing your financial matters often means sorting through and categorizing physical or digital documents.  David Allen’s method, Getting Things Done, can be applied to

Posted By Alyssa Dalbey
April 2, 2021

Cybersecurity

Cyber Risk: Pre- and Post-Breach Tips for Family Offices

Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both

Posted By Alyssa Dalbey
March 25, 2021

SFG Insights

Pandemic Issues for Commercial Real Estate & Business Owners

The world of commercial real estate is constantly changing, especially in today’s current climate with the ongoing COVID-19 pandemic. The new pandemic issues rising have directly affected commercial property owners, business owners, and the overall future of commercial leasing. To obtain a better understanding of the recent updates, SFG interviewed two attorneys from the commercial

Posted By Schultz Financial Group Inc.
March 4, 2021

Investment Management

Understanding the Gamestop (GME) Short Squeeze

The Gamestop (GME) Saga The speed and magnitude of the increase in the price of shares of Gamestop (GME) and a handful of other company’s stocks with high short interests, dominated news headlines in January 2021 due to a resulting short squeeze and gamma squeeze. In the span of 15 days (January 12 – January

Posted By Schultz Financial Group Inc.
February 26, 2021

Investment Management

SFG Investment Insights: Year-End 2020

Executive Summary  It seems that no matter what you hear or read, outlooks for the global and U.S. economy hinge on the path COVID-19 takes moving forward. With that path currently unknown, the future remains shrouded in a dense fog. At SFG, we are not in the business of guessing uncertain outcomes or timing unpredictable

Posted By Schultz Financial Group Inc.
February 26, 2021