Bill 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
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
ByWe are pleased to announce that Alyssa (Yocom) Dalbey, CFP® recently earned the Certified Private Wealth Advisor® (CPWA®) certification. Alyssa is only one of nine financial services professionals in Reno to have obtained the CPWA® certification and only one of two women in Reno to obtain the certification. The CPWA® designation is an advanced professional
ByWhat is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,
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Celebrating Mother’s Day After Your Mom Is Gone
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Grief looms large on holidays, especially ones that remind you of someone you’ve lost, such as Mother’s Day, Father’s Day, birthdays or anniversaries.
The Lies We Tell Ourselves About Multitasking
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Our brains aren’t wired to juggle tasks. Remember what it was like to do one thing at a time?
How To Get A Free Stay On A European Stopover
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If you're planning to travel to Europe long-distance, it makes sense to take in an extra city or two. Here are three airlines that offer exciting stopover destinations en route to the final adventure.
From Kiplinger: Free Yourself of Stuff, Consider Downsizing
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Experts make downsizing and decluttering seem simple: Keep, trash or donate. You likely won’t be able to do it in a day. But here are some tips on how to start effective downsizing and decluttering.
What Happens if My Bank Fails?
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Learn more about why banks fail, how FDIC insurance works to help you recoup your money, and how to protect your finances.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.