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May 14, 2024

Sandy Shultz named to the LPL Ambassador Council

Sandy Shultz from Winch Financial, based in Appleton, Wisconsin, announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Sandy is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils…

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May 8, 2024

Berkshire Hathaway Shareholders Meeting lived up to its hype

Last weekend, we had the opportunity to attend the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska.   “Woodstock for Capitalists” is a bucket list item for many investors and we finally crossed this epic event off our lists. For as long as we can remember, our Investment Team has discussed…

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