Blog

SFG Insights

News and information to help improve your Four Capitals
the approach
Family Office

The Evolving Family Office Business Model

To better understand the emerging family office business structure, Bill Hortz from the Institute for Innovation Development interviewed Alyssa Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) – an independent RIA firm since 1982 with a commitment to deepening client relationships by offering a unique integrated package of services to create a

By Schultz Financial Group Inc.
July 23, 2025
Cybersecurity

Digital Spring Cleaning

As many of us in the northern part of the country know, when spring’s milder weather arrives, it’s natural to open our windows and clean those neglected corners of our homes and offices. However, something we often overlook during this seasonal refresh is tidying up our digital spaces. Much like sorting through overstuffed closets or

By Schultz Financial Group Inc.
May 30, 2025
Cybersecurity

Beware of DocuSign Phishing Scams: How to Spot and Avoid Them

DocuSign is a trusted platform for signing documents electronically, but its popularity also makes it a prime target for phishing scams. Cybercriminals often impersonate DocuSign to trick users into clicking malicious links or sharing sensitive information. Here’s how to spot a DocuSign phishing email and how to protect yourself. Imitation links Avoid imitation links by

By Jennifer Specter
May 23, 2025
Client Connections

Personalized Nutrition: Promise, Pitfalls, and What the Science Really Says

Personalized nutrition—dietary guidance informed by an individual’s genetics, microbiome, and lifestyle—is rapidly becoming a mainstay in the wellness industry. Touted as a way to optimize health and prevent disease, these programs offer customized plans through blood tests, DNA analysis, and health questionnaires. The appeal is intuitive: one-size-fits-all nutrition advice has limitations, and tailoring recommendations to

By Nicole Ninteau
May 23, 2025
Charitable Giving

Six Charitable Giving Strategies for 2025

Charitable gifting can occur throughout the year; however, many individuals and families focus on their charitable giving in the fourth quarter as it coincides with annual tax planning. Charitable donations are tax deductible for individuals who itemize their deductions when they file their tax return. The annual deduction limit for gifts to public charities is

By Alyssa Dalbey
May 21, 2025