Wisconsin is full of friendly, kind and compassionate people. That’s just who we are. And when we’re faced with challenges, our true colors shine even brighter.
Read MoreWith so many people isolating themselves in their homes trying to balance work, classes, kids, whatever it may be, it can be difficult to stay on task and be productive! Here are some tips to help you stay proactive about COVID-19 and your situation, while kicking butt and taking names!
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® When the financial markets started losing value toward the end of February, we ramped up communication with our (continued).
Read MoreBe highly skeptical of emails and websites that offer to provide information related to the ongoing pandemic. Confirm the primary source of those communications. Instead of clicking on links in emails that you are unsure of, look up the website yourself. You can go to the main page on our website to find links that will take you to reputable sources for COVID-19 information.
Read More$5 million grant program to assist “smallest of the small” businesses around state
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® It’s a great feeling as a parent to have helped your children, achieved financial success, and have assets (continued).
Read MoreMeet our new members, read about all of our upcoming events, find out how you can volunteer for Partners in Education and see how what our Ambassadors have been up (continued).
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I attended a Wealth Management conference in Austin, TX recently with 168 other independent Wealth Management Advisors from (continued).
Read MoreOwn a small business with new product or service ideas? Attention, eligible University of Wisconsin System alumni! Tap into your chance at up to $75K ($25K in Stage 1 & (continued).
Read MoreAs part of WMC Foundation’s Future Wisconsin Project, The Rural Wisconsin Report Tour, presented by Bank of America, will release the “Rural Wisconsin Report” researched, prepared and presented by Ted Abernathy with (continued).
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