The Effects of Drawdown

By Portage County Business Council

Diversification helps to smooth out performance over time for a more comfortable investment experience.  It is important to remember that stocks, bonds and mutual funds are not the only options for your money. 

Leadership Portage County Celebrates New Graduates

By Portage County Business Council

This drive-thru graduation for Leadership Portage County participants put finality on what has been an interesting year. These graduates join the ranks of nearly 500 program alumni county-wide since LPC's inception in 1994.

The Active Voice Digital Magazine – November 2020

By Portage County Business Council

In this month’s issue of The Active Voice, you can see pictures from our first Sip & Savor Event and learn more about our Upcoming Events. Plus find out how you can help us celebrate the 2019-2020 Leadership Portage County Graduates!

Financial Evolution

As life and the rules surrounding investments got more complex, investors needed to focus more on building portfolios for events such as retirement. This requires the additional endeavor of planning, and many financial advisors became financial planners. Comprehensive wealth management takes all of the above and adds a dynamic process.