Blog Posts

Portage County Farmers Market
02Sep

Politics and Your Investments

2020 is a year of heightened political anxiety and for some investors, worry about what the future holds. It’s good to remember that we’ve made it through bouts of change in the past. Ultimately, it’s long term fundamentals that drive stock performance, and these fundamentals are bigger than any one political party or election result.

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26Aug

Low Interest Rates: A Double Edged Sword

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® Years of low interest rates have been great for borrowers as their cost of capital is historically cheap.  (continued).

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19Aug

The S&P is not GDP by LouAnn Schulfer, AWMA®, AIF®

Gross Domestic Product is the sum of all goods and services produced; it’s the measure of our economy. The S&P 500 is a measure of the stock performance of 500 of the largest US publicly traded companies. While it may seem like the S&P and GDP should, and sometimes do, move in relation to each other, there have been many times where they seem to disconnect. This is simply because, the S&P is not GDP.

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17Aug

What is the Coolest Thing Made in Wisconsin?

By Portage County Business Council

Wisconsin Manufacturers & Commerce (WMC) and Johnson Financial Group announced that the Coolest Thing Made in Wisconsin contest is back for a fifth straight year. The annual competition aims to highlight the state’s manufacturing industry and determine the Coolest Thing Made in Wisconsin. Any product that is manufactured in Wisconsin qualifies for the contest, and nominations will be accepted starting on Aug. 17 at www.madeinwis.com.

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17Aug

Long Term Planning Means Security for Women

By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM Accredited Investment Fiduciary® It’s well understood that statistically, women outlive men.  We often marry men who are older than we are, (continued).

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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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