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SFG Insights

News and information to help improve your Four Capitals
the approach
Financial Matters

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

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

By Schultz Financial Group Inc.
February 26, 2021
Physical Well-being

Building Habits: A Four Capitals Guide – Physical Well-being

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. In this new series, Building Habits: A Four Capitals Guide, we share habit building strategies that can lead to

By Schultz Financial Group Inc.
February 25, 2021
Cybersecurity

Protecting Against Online Fraud and Phone Scams

At Schultz Financial Group 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. To protect your Financial Matters, you need to be vigilant about potential scams such as the ones listed below. Online

By Alyssa Yocom
February 24, 2021
Financial Matters

Building Habits: A Four Capitals Guide by SFG – Financial Matters

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.  In this new series, Building Habits: A Four Capitals Guide, we share strategies to build habits that can help

By Schultz Financial Group Inc.
February 10, 2021
Estate Planning

Estate Planning: A New Perspective

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 post focuses on an important aspect of Financial Matters: Estate Planning.   Individuals may put off estate planning for

By Alyssa Yocom
February 1, 2021