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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.

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Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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