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Portage County Farmers Market
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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28Feb

What is the Greatest Risk to your Nest Egg?

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary In retirement, what is the greatest risk to your nest egg?  What could cause you to lose a (continued).

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20Feb

What Amount of Commitment Does Your Investment Require?

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® It’s a question that isn’t asked or understood enough:  What amount of commitment does your investment require? For (continued).

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13Feb

Rural Business Development Grant Applications

By Portage County Business Council

Rural Development is now accepting applications for the 2019 Rural Business Development Grant (RBDG) program! This competitive program supports technical assistance, training and other activities that help develop or expand (continued).

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12Feb

Taxes and Your Investments

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary® As a Wealth Management Advisor, I help my clients with important decisions, planning and investment management.  While I (continued).

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