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 blog explains the difference between scenario planning and forecasting.
ByWhat’s the difference between active and passive investing? Why does SFG prefer active? We often hear these questions when discussing our investment managers and strategies with clients – and understandably so. As actively managed exchange-traded funds (ETFs) and mutual funds (MFs) have underperformed over the past decade, we’ve seen explosive growth in passive ETFs and
ByWhat is a Donor-Advised Fund? Donor-advised funds are charitable investment accounts that can be opened at many of the major brokerage firms, such as Charles Schwab and Fidelity, or at a local community foundation. Two of the biggest advantages of donor-advised funds is the flexibility they offer to donors and their tax advantages. Individuals with
ByAs we noted in our 2020 Investment Insights report, the economic path remains shrouded in a dense fog. With the Delta variant of COVID-19 now making up more than 50%1 of cases, masks mandates, further shutdowns, and work-from-home implementations may either continue or be reinstituted by federal or local authorities. However, consistent with our core
ByYour home is more susceptible to damage or destruction during home renovations or construction. Unstable conditions, incomplete structures, dangerous machinery, and unsecured property may lead to accidents, injury, theft, or fire. It is important to work with your insurance agent before and during your home renovation and construction process to ensure you are adequately protected.
ByThe Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute. Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some
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9 Productivity Tips That the 1% Know to Follow
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Is your inner high-performer waiting to be unleashed? If so, here's what the 1% swear by for peak productivity.
The Importance Of Self-Leadership, And How It Makes You A Great Leader
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Self-leadership influences and directs one’s thoughts, behaviors, and actions to achieve desired goals and is one of the most critical skills in becoming a great leader.
Old-School Scams Still Work, Even On Younger Generations
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There’s so much buzz about AI taking over the scam universe, it’s easy to forget that "old school" scams are effective, especially when retirees are targeted.
5 Entrepreneurial Mindsets That Drive Success
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Here are the mindsets shared by the most successful entrepreneurs.
The New, More-Hopeful Face of Alzheimer’s Disease
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Advances in early detection and management of the disease have changed the way patients view an Alzheimer’s diagnosis—and how they live with it.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.