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Financial Matters

Spring Cleaning: Financial Matters

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 Dalbey
June 16, 2021
Cybersecurity

The Importance of Keeping Your Software Up to Date

Keeping your software up to date is important to your digital safety and cybersecurity. One major reason is that as time goes on, security flaws, exploits, and backdoor hacks are discovered. The only way to ensure that you are protected against these issues is by staying current with your software as most software developers work

Posted By Schultz Financial Group Inc.
May 25, 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
Financial Matters

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
Cybersecurity

Protecting Against Online Fraud and Phone Scams

Online fraud and phone scams are a continuous threat in today’s virtual world. The Coronavirus pandemic has encouraged everyone to adapt to new technologies as a means for staying connected. However, users should be cautious about who is really on the other end of the screen or phone. Some scams target older adults by posing

Posted By Alyssa Dalbey
February 24, 2021
Financial Matters

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