"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |
2024 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
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"By LouAnn Schulfer, AWMA®, AIF® “The Wealth InFormation Lady”, Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author" |
A common conversation I am having with clients right now revolves around interest rates. Higher rates have been a sore spot for borrowers but have been a
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
It may sound like semantics but empirically, a trader is very different from an investor. Either is perfectly fine as long as you don’t confuse the two, and
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
A few weeks ago I had the pleasure of meeting with a new couple for a consultation. After years of hard work and disciplined saving, they’ve turned the page to
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
So what do Halloween and investing have in common? Is it the fear of the unknown? Scary times? Afraid you’ll be haunted by your next investment move? Maybe
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
There are some colorful expressions you may commonly hear when talking money.
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
Every industry has it’s own jargon. Here are a few terms you may hear from time to time.
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By LouAnn Schulfer, AWMA®, AIF® Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary® , Published Author |
It’s pretty easy to understand your rate of return on your investment statement: most companies clearly display the result. Some even use red numbers for a
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