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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Good employee health can be great for the company’s bottom line.
A collection of tips from professional travelers.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
Recent changes in estate tax laws could affect the strategy you have in place.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.