Archive for March, 2019

14Mar

Your Greatest Risk may be Your Own Behavior

By Portage County Business Council

What do you think of when you hear the word “Risk”?  When I ask that question to a client or prospective client, the answer is usually market losses in an investment. 

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11Mar

February Digital Voice

By Portage County Business Council

Check out the latest digital magazine  to find out about upcoming events and to see an update from the Annual Dinner that was held at the end of the month! (continued).

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11Mar

Should I Work with an Advisor?

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary I met with a younger couple recently for an initial consultation.  They reached out to me with questions (continued).

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