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SFG Insights

News and information to help improve your Four Capitals
the approach
Psychological Space

Coming Full Circle with Soroptimist International of Truckee Meadows

Soroptimist International of Truckee Meadows (SITM) is part of a worldwide organization of women who empower other women and girls through programs and scholarships. Since the first scholarship awarded in 1980, SITM has helped 295 undergraduate and 98 graduate students achieve their educational goals. Schultz Financial Group’s very own Vicki Schultz has been a member since 1994 and has helped many women throughout this time, including Melissa Kreck, who just became a SITM Member herself after the organization granted her a scholarship years ago.

By Schultz Financial Group Inc.
April 24, 2018
Investment Management

The Complexity of Shadow Banking in China

To understand shadow banking, we must first know how traditional banking structures operate.

By Schultz Financial Group Inc.
April 18, 2018
Tax Planning

Tax Cuts and Jobs Act: What it Means for Businesses

The Tax Cuts and Jobs Act that was passed in December 2017 features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. For businesses, tax benefits include a reduction in the corporate tax rate, increase in the bonus depreciation allowance, enhancement to the Code Sec. 179 expense, and repeal of the alternative minimum tax.

By Alyssa Dalbey
April 13, 2018
Tax Planning

Education Tax Credits & Opportunities

This blog post focuses on tax credits and tax break opportunities that may help you pay educational expenses while maximizing your tax savings.

By Alyssa Dalbey
April 13, 2018
What We’re Reading

What We’re Reading: Psychological Capital

We thought we’d share some of the books we’ve been reading related to the Psychological Capital in case any of these pique your interest.

By Jennifer Specter
March 23, 2018