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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Second marriages are a trigger event to revisit any existing estate strategies.
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
At what point can you call a personal vehicle commercial?
A letter of instruction provides additional and more personal information regarding your estate.
Healthy habits are one of the greatest gifts to give your child.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
In the world of finance, the effects of the "confidence gap" can be especially apparent.