Blog Posts

Portage County Farmers Market
25Mar

Inheriting Accounts

By Portage County Business Council

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® I had a conversation with a funeral director recently about the overwhelming feelings people have when they lose (continued).

Read More
25Mar

Sorting Through Long Term Care Planning

By Portage County Business Council

By LouAnn Schulfer,  AWMA®, AIF® Accredited Wealth Management Advisor® Accredited Investment Fiduciary Big decisions in life can be intimidating.  Some people are great at planning, while others procrastinate.  Sometimes we (continued).

Read More
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. 

Read More
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).

Read More
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).

Read More
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).

Read More
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).

Read More