Archive for February, 2019

28Feb

What is the Greatest Risk to your Nest Egg?

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary In retirement, what is the greatest risk to your nest egg?  What could cause you to lose a (continued).

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20Feb

What Amount of Commitment Does Your Investment Require?

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® It’s a question that isn’t asked or understood enough:  What amount of commitment does your investment require? For (continued).

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12Feb

Taxes and Your Investments

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® As a Wealth Management Advisor, I help my clients with important decisions, planning and investment management.  While I (continued).

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11Feb

2019 January Active Voice Digital Magazine

By Portage County Business Council

Happy New Year! With a new year comes new changes. Read on to meet our newest PCBC staff members, new programs, and upcoming events. The Portage County Business Council’s “The (continued).

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