Schiel Wealth Management Publications

White Papers

Q1 2025 Guide to the Markets
Quarterly Analysis of Global Markets
From: J.P. Morgan
CLICK HERE

10 Year Market Forecast, October 2024
Long-term return forecast for US equities
From: Goldman Sachs
CLICK HERE

Retain Your Brain, August 2024
How to age-proff your most valuable asset
From: Hartford Funds & Marc Milstein, PhD
CLICK HERE

Strong Foundations: The Case for Real Estate Securities, August 2022
A Case for Real Estate and Asset Allocation
From: Cohen & Steers
CLICK HERE

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Chad Schiel is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Independent Financial Group and Schiel Wealth Management are not affiliated entities. California Insurance License #0G82354. Licensed to sell securities in the following states: AZ, CA, CO, ID, IN, MD, MN, MT, NC, NV, OK, OR, PA, SC, TX, UT, VA, WA.
~Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/