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.
ByDuring 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.
ByThere 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.
ByCybercrime 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.
ByAt 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
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Americans in Their 80s and 90s Are Redefining Old Age
advisorstream.com
Dementia rates are down, recovery rates are up. Many are thriving mentally and physically deep into their later years.
Getting Bored With Your Old Products? You Don’t Have to Replace Them
advisorstream.com
We constantly feel compelled to buy new stuff when we get bored with what we have. There’s a better way.
So, You Think You Understand Golf Handicaps? Think Again
advisorstream.com
Golf handicaps—how they’re calculated, how they’re used, how golfers manipulate them—are a big part of the game. And often misunderstood.
Time Is Not As Limited As You Think
advisorstream.com
A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.
Saying 'Please' and 'Thank You' to ChatGPT Costs OpenAI 'Tens of Millions of Dollars'
advisorstream.com
When it comes to AI, apparently it's more environmentally friendly (and cost-efficient) to skip the niceties.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.