May 14, 2024
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
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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April 26, 2024
April in Wisconsin offers countless opportunities to develop life skills like patience and adaptability. A single spring day could feature a romp through all four seasons, with a couple of extras like gnat and lake fly seasons rolled in. The same daily forecast that allows daffodils to bloom can include…
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April 3, 2024
Due to their own diligence and good habits, senior citizens often find themselves targets of scams. Retired people generally have built up an attractive pool of financial resources through a lifetime of hard work. Those assets can attract nefarious people who haven’t been as responsible with their life choices. Additionally,…
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