Investment Management

Investment Management

Active Portfolio Management is Not Always About “Picking Stocks”

What’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 By Schultz Financial Group Inc.
August 16, 2021

Investment Management

SFG Investment Insights: Mid-Year 2021

As we noted in our 2020 Investment Insights report, the economic path remains shrouded in a dense fog. With the Delta variant of COVID-19 now making up more than 50%1 of cases, masks mandates, further shutdowns, and work-from-home implementations may either continue or be reinstituted by federal or local authorities. However, consistent with our core

Posted By Schultz Financial Group Inc.
August 5, 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

Investment Management

SFG Investment Due Diligence Process

What is due diligence?  Due diligence is the investigation of an underlying investment opportunity. It seeks to provide answers to the question “What are the potential risks of this investment?” so an investor can make a well-informed decision prior to investing capital in the opportunity. What is SFG’s process?  Our process can be broken down

Posted By Schultz Financial Group Inc.
January 27, 2021

Investment Management

China’s Municipal Debt Challenge

As we have discussed in our other blog topics focused on China, the GDP numbers, total outstanding debt, and other various statistics reported by their government have been questioned and scrutinized over the years. While most analysts put China’s debt/GDP near 250%, The Institute of International Finance (IIF) actually believes that China’s debt load was possibly as high as 300% in 2017. Today, we expect that to be much higher.

Posted By Schultz Financial Group Inc.
May 22, 2019