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SFG Insights

News and information to help improve your Four Capitals
the approach
Investment Management

What is a Private Investment?

What 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,

By Schultz Financial Group Inc.
March 25, 2022
Charitable Giving

Charitable Planning Conversations

Philanthropy and charitable giving can take many forms – from donating gently used goods to making monetary gifts to charitable organizations. Having open conversations about philanthropy and charitable giving with your family is a way to encourage all members to participate in a common family gifting goal.

By Alyssa Dalbey
December 17, 2021
Cybersecurity

Common Scams to Avoid This Holiday Season

During the holiday season, it isn’t just the retailers who want your money. Scammers are looking to hack into your accounts to steal your cash or identity. Here are some common scams you should be aware of this holiday season.

By Jennifer Specter
November 17, 2021
Financial Matters

Hedge Fund Due Diligence

There are no guarantees in investing, just varying degrees of potential risk vs. potential reward. Identifying the degree of risk versus reward associated with a particular investment requires a carefully thought-out due diligence process. This is especially true in the context of hedge funds.

By Schultz Financial Group Inc.
November 15, 2021
Cybersecurity

Cybersecurity Best Practices

Cybercrime and fraud continue to be serious threats, and constant vigilance is key. Following best practices and exercising caution when sharing information or executing transactions can help make a big difference.

By Jennifer Specter
October 21, 2021