Curated Insights

Investment Management

News and information to help improve your Four Capitals
the approach
Investment Management

Scenario Planning versus 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 William Saulsgiver
August 20, 2021
Investment Management

Both Active and Passively Managed Funds Belong in a Diversified Portfolio

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 article report reviews the differences between active versus passive investing.  What’s the difference between active and passive investing?

Posted By Schultz Financial Group Inc.
August 16, 2021
Investment Management

SFG Investment Insights: Mid-Year 2021

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. The SFG Investment Insights report provides information on the economy and inflation.  As we noted in our 2020 Investment Insights

Posted By Schultz Financial Group Inc.
August 5, 2021
Investment Management

Gamestop (GME) ShortGamma Squeeze

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 Financial Matters article focuses on the Gamestop (GME) shortgamma squeeze. The GME Saga The speed and magnitude of

Posted By Tony Miller
February 26, 2021
Investment Management

SFG Investment Insights: Year-End 2020

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. The SFG Investment Insights report provides information on the economy and markets.  Executive Summary  It seems that no matter

Posted By Schultz Financial Group Inc.
February 26, 2021
Investment Management

Due Diligence for Investments

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 post focuses on what due diligence is, how SFG engages in this process, and why it’s important.  What

Posted By Tony Miller
January 27, 2021