Schaefer Present Investment Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Retirement income planning process
The donor advised fund
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.