Intellectual Engagement

Intellectual Engagement

Alyssa Yocom, CFP® Earns the Certified Private Wealth Advisor® (CPWA®) Certification

We are pleased to announce that Alyssa Yocom, CFP® recently earned the Certified Private Wealth Advisor® (CPWA®) certification. Alyssa is only one of nine financial services professionals in Reno to have obtained the CPWA® certification and only one of two women in Reno to obtain the certification. The CPWA® designation is an advanced professional certification

Posted By Schultz Financial Group Inc.
April 29, 2022

Intellectual Engagement

Spring Cleaning: Intellectual Engagement

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

Posted By Alyssa Yocom
June 16, 2021

Intellectual Engagement

Exploring Art Virtually

One of the most engaging ways to experience history and learn about different cultures is through art. Artists utilize their work to tell stories and share experiences. Visiting an art museum is an interactive and fun way to experience something new for both adults and children. Research suggests that children who engage with original works

Posted By Alyssa Yocom
March 25, 2021

Intellectual Engagement

Building Habits: A Four Capitals Guide – Intellectual Engagement

In his book Atomic Habits*, James Clear transforms the science of habits into a practical framework he calls the Four Laws of Behavior Change. To create a good habit, you must (1) Make it Obvious, (2) Make it Attractive, (3) Make it Easy, and (4) Make it Satisfying. We have applied this framework to your Financial Matters and Physical Well-being. Here’s how you can apply it to your Intellectual

Posted By Schultz Financial Group Inc.
March 11, 2021

Technology

Medical Alert Systems: How to Select the Right One for You

It can be unsettling to think about what might happen if you’re home alone and a medical emergency occurs. If you find yourself in a predicament where you’re unable to reach a loved one for help or are experiencing difficulties in your at-home healthcare, technology may be a helpful tool. There are many smartphone apps

Posted By Schultz Financial Group Inc.
January 27, 2021

Four Capitals

Creating an Innovative Advisor-Client Value Proposition

Hortz: Can you explain what you mean about the Four Capitals of true wealth?  SFG: True wealth is so much more than just financial wealth. What good is having financial wealth if you don’t have the health or peace of mind to enjoy it? When founding SFG in 1982, we did not have a concrete

Posted By Schultz Financial Group Inc.
January 6, 2021