While it’s true that we all invest to earn a return on our money, sometimes our investment accounts can accomplish more.
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a client call me the other day who was concerned about the market’s future performance. His (continued).
Read MoreUW-Stevens Point is offering its students a new interdisciplinary approach with expanded opportunities for exploring career paths in related fields.
Read MoreBy LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I’ve had some highly productive meetings recently with new clients. We are in the process of moving their (continued).
Read MoreProject Fresh Start is a United Way of Portage County Volunteer Center program that provides school supplies to qualifying students. The Portage County Business Council is a collection site along with other businesses in Portage County.
Read MoreInvesting can be complicated and some elements that can determine success are often overlooked. There are several components that determine the long-term success of your portfolio. Here are 5 contributors to long-term success that you should know.
Read MoreRead our July 2020 Digital Magazine – the Active Voice – to find out about what we have coming up this summer! We are starting to hold live events…but with (continued).
Read MoreSometimes we are asked “How much money does one need to retire?” Our answer: it depends. Everyone’s financial picture and retirement goals are different and can vary a great deal. Investment loss is often the first anxiety that comes to mind for many, however, with numerous options available today, that fear can be directly addressed.
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