In our 2021 article entitled Is the Monetary Policy Road on Track for Persistent Inflation?, we noted that America was in the middle of the road between “Monetarism” and “Modern Monetary Theory.” Since then, our view is the country has moved into the Modern Monetary Theory lane and is now trying to shift back toward
ByBill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our
ByDomestic equity markets experienced their worst first half of a year since 1970 when the markets closed on June 30, 20221. The S&P 500, as an example, was down 21 percent the first half of this year. Additionally, the bond market has experienced volatility largely due to rising interest rates. Many investors understand that market
ByA Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
BySchultz Financial Group hosted a webinar on the topic of How to Stay Safe from Cyber Crime and Identity Theft. Our guest speaker was Jeff Lanza who is a cyber security and identity theft expert who was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and
ByWildfire is a frightening phenomenon that unfortunately is becoming more frequent in the western United States. If you live in an area that is prone to wildfires, then it is important to be prepared with a plan that includes: Conducting an annual insurance checkup. Learn more Creating and maintaining 100 feet of Defensible Space around
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The Best and Worst Airlines of 2022
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Not one airline had a particularly good year. Blame staffing shortages, aggressive scheduling, bad weather and big crowds. But Delta ranked first among nine U.S. carriers in The Wall Street Journal’...
Here's Why a Crisis May Actually Be the Best Thing That Can Happen to You
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Bad things will happen — to our businesses, in our lives, and in the world. It is all too easy to be derailed, and lose track of our goals. But crises can also provide opportunities for clarity. Emb...
Video Gaming Needn’t Ruin Your Family Travel Vacation
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A notable mental health expert offers advice and insight to prevent video game addiction from tarnishing your family vacation.
6 Secret Tools for Flying First Class (Without Paying Full Price)
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It's time to reimagine upgrading. Here are some strategies from Entrepreneur Magazine on how to afford first class for every flight, business or personal.
8 Tips To Accomplish More With Less In 2023
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Whether it's maximizing productivity by working fewer hours or finding ways to spend more time doing what you love, finding ways to get more out of what we have is such a valuable skill.Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. While information presented is believed to be factual and up to date, Schultz Financial Group (“SFG”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Due to various factors, including but not limited to changing market conditions, this market commentary may no longer be reflective of current opinions or recommendations. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.