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SFG Insights

News and information to help improve your Four Capitals
the approach
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

By Alyssa Dalbey
March 25, 2021
Psychological Space

Building Habits: A Four Capitals Guide – Psychological Space

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, Physical Well-being, and Intellectual Engagement. Here’s how you can apply it to your Psychological Capital.

By Schultz Financial Group Inc.
March 24, 2021
SFG Insights

Pandemic Issues for Commercial Real Estate & Business Owners

The world of commercial real estate is constantly changing, especially in today’s current climate with the ongoing COVID-19 pandemic. The new pandemic issues rising have directly affected commercial property owners, business owners, and the overall future of commercial leasing. To obtain a better understanding of the recent updates, SFG interviewed two attorneys from the commercial

By Schultz Financial Group Inc.
March 4, 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

By Schultz Financial Group Inc.
February 26, 2021