Curated Insights

SFG Insights

News and information to help improve your Four Capitals
the approach
SFG Insights

Business Formation: Choosing the Right Business Entity

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 business formation. We recently spoke to Ken Creighton who is Of Counsel at

Posted By Schultz Financial Group Inc.
April 13, 2021
SFG Insights

Issues for Commercial Real Estate & Business Owners

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 non-pandemic issues for commercial real estate and business owners.   The world of commercial

Posted By Schultz Financial Group Inc.
April 5, 2021
SFG Insights

Pandemic Issues for Commercial Real Estate & Business Owners

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 pandemic issues for commercial real estate and business owners.   The world of commercial

Posted By Schultz Financial Group Inc.
March 4, 2021
Investment Management

SFG Investment Insights

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
SFG Insights

SFG Insights: A Look Back at 2020

As we look back on 2020, we can probably agree that it was a year of change in many ways. The year began in a normal fashion, but radically changed in March as we all learned to adjust to a pandemic-stricken world. SFG’s business continuity plan and technology allowed us to pivot quickly and reprioritize

Posted By Schultz Financial Group Inc.
February 26, 2021