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, customized wealth management and investment banking services. Contact us today to learn more about our firm and how we can help you achieve your financial goals.View our Services
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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A four-step framework for building a personal legacy.
Do you know where the idea of “retirement” comes from?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you died, what would happen to your email archives, social profiles and online accounts?