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 Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A letter of instruction provides additional and more personal information regarding your estate.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
However exciting retiring abroad may sound, it deserves considerable planning.
This worksheet can help you estimate the costs of a four-year college program.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate