Big Impact, Boutique Service
At Schwartz & Co., we have a distinguished history of serving our clients and helping them attain their financial goals. Driven by family values, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners, and we specialize in providing retirement plan consultative services and customized wealth management. Contact us today to learn more about our firm and how we can help you achieve your financial goals.View our Services
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What kind of auto insurance should you have? Do you know?
Purchasing homeowners insurance is critical for protecting your home.
Earnings season can move markets. What is it and why is it important?
It's important to understand how inflation is reported and how it can affect investments.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.