Archive for the ‘Blog’ Category

05Aug

the Active Voice Digital Magazine – August

By Portage County Business Council

Our August 2020 Digital Magazine, the Active Voice, is filled with upcoming events for this month. Find out more about the Business on the Green Golf Outing, Virtual Business After (continued).

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05Aug

Widowhood: A New Chapter

Our mission statement is To Provide Financial Advice for Life.  We create lifetime relationships with our clients and their families.  A widowed client relationship is one of the most emotional and rewarding positions to be in as a Wealth Management Advisor.

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29Jul

Investment Accounts: More Than Just a Return

While it’s true that we all invest to earn a return on our money, sometimes our investment accounts can accomplish more.

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23Jul

All-Time Market Highs

By Portage County Business Council

By 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).

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16Jul

New schools enhance learning, networking, career exploring at UW-Stevens Point

UW-Stevens Point is offering its students a new interdisciplinary approach with expanded opportunities for exploring career paths in related fields.

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15Jul

Words Matter

By Portage County Business Council

By 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).

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13Jul

School Supply Collection Going Strong, More Need Than Ever

By Portage County Business Council

Project 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.

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08Jul

5 Determinants of Long-Term Portfolio Success

Investing 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.

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06Jul

the Active Voice July Digital Magazine

By Portage County Business Council

Read 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).

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02Jul

The Whole Picture

Sometimes 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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