Leading our clients towards financial freedom while creating peace of mind for today.
07/02/2021
Nobody knows for sure what is going to happen with tax rates, but this multi-generational family business isn't taking any chances, and they aren't alone.
A Record Buyout Is Just the Start as Wealthy Flee U.S. Tax Hike The threat of higher capital gains taxes prompted the Mills family to sell part of Medline Industries to a consortium of Wall Street investors before the end of 2021.
07/01/2021
We can definitely vouch for a lot of the books on this list.
Poll: 15 Classic Books on Investing and the Markets WealthManagement.com readers recently chose the top books that helped them the most in their investment careers. Give these classics a read during your self-quarantine, if you haven't already.
06/30/2021
Marketplace.org: The Fed walks a tightrope: Stimulate the economy without causing a housing bubble.
https://buff.ly/2UPophW
This seems like a good time to recommend "The One Thing" by Gary Keller
06/29/2021
Northwestern Mutual Executive VP & Chief Customer Officer Christian Mitchell weighs in on what sort of impact COVID had on families' desire to put a financial plan in place.
https://buff.ly/360gReE
06/29/2021
Institutional purchases of single family homes has been making headlines recently - here is one take about the potential impact on the multifamily investment market.
https://buff.ly/3A2d91U
06/24/2021
There is a lot of talk about inflation, home sales, and labor/supply shortages. Northwestern Mutual Wealth Management Company's Chief Investment Strategist weighs in here. https://buff.ly/3j0GGCP
Prioritize being positioned to take advantage of opportunities when they arise.