It was an honor of a lifetime to be invited to participate in the Closing Bell ceremony from the Floor of the New York Stock Exchange, right under the podium of
Read More
History is also laden with patriotism as a fundamental motive to position capital.
Read More
People have different feelings about leaving an inheritance to their children or grandchildren. Some don’t care. Others do, for varying reasons. And still
Read More
Our 14th Annual Shredding Party, held on May 9th, was a great success thanks to robust community participation and generosity. Schulfer & Associates Wealth
Read More
At some point, someone said to me, “get your money working for you so that you do not have to work so hard for your money”. That statement hit me like a bolt
Read More
Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
Read More
Sometimes, you’ll hear someone say about another person “they have money!” I’ve found that interesting as I have never worked with anyone who simply “has”
Read More
When it comes to investing, the most important question is often overlooked. It’s easy to get money IN to your investments. You expect that over time, you will
Read More
I hosted a Wine, Women and Wealth workshop at my office recently. 15 lovely ladies joined me for an interactive evening on how planning is different for women
Read More
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
Read More
Long term care planning can go in a few different directions. One never knows what their future may hold and whether they will be one of the 70% of people who
Read More
A client of mine called me the other day and said, “LouAnn, I know we’ve discussed this before, but I need a reminder. My son was telling me how his in-laws
Read More
