David Balfour, CFP, RICP - Northwestern Mutual

David Balfour, CFP, RICP - Northwestern Mutual

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David Balfour, is a Certified Financial Planner® professional with Northwestern Mutual.

09/22/2022

Why wait until someday when the life you really want to be living can start today?

We design financial plans differently—not just to help you reach the goals you have for tomorrow, but the goals you have today, too.

Let’s talk about tailoring your financial strategy so that someday can come a lot sooner.

09/21/2022

Gretchen Rubin is a bestselling author and world-renowned expert on happiness. She believes that financial planning can be a key element in people’s happiness toolkit. I’m excited that Northwestern Mutual will be working with Gretchen on helping people take the next steps in rearchitecting their lives. Reach out to me for details and for help turning someday into today.

CPI: The Latest Bump on a Rough Road 09/20/2022

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte discusses why the latest inflation data may be a one-off exception in an improving inflation picture. He also digs into the latest economic data and finds cause for optimism that inflation is set to retreat.

CPI: The Latest Bump on a Rough Road We examine the latest Inflation data in the context of a broader economic picture and discuss where the Fed may go from here in our Weekly Market Commentary.

New Research Shows Millennials and Gen X Are Ready to Pursue New Financial Goals 09/19/2022

92% of people surveyed recognize that financial planning can help them move ahead with new life goals. If you’re ready to stop putting off your dreams, let’s talk about the next steps.

New Research Shows Millennials and Gen X Are Ready to Pursue New Financial Goals The 2022 Northwestern Mutual Great Realization survey shows how financial planning is helping people move ahead with big plans.

If not now, when? 09/16/2022

Northwestern Mutual is announcing its new “Great Realization” brand campaign. It’s about a new era when people are committing to do what they’ve been talking about for years. Our CEO John Schlifske explains what it means for our clients and company.

If not now, when? My wife and I recently got a chance to get away for a couple days to enjoy another beautiful Wisconsin summer. As we were relaxing, we talked about the past two-plus years and the impact it had on our family and society.

09/13/2022

I’m hearing it all over. People are finding new meaning in their lives—and realizing that someday starts today. When you have your Great Realization, I can get you started with a financial plan.

Investors Catch Their Breath 09/12/2022

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte digs into the latest economic data and finds cause for optimism that inflation is set to retreat.

Investors Catch Their Breath A shortened trading week gave investors an opportunity to step back and assess the picture data during the past few weeks has been painting.

09/08/2022

I’m proud to be part of a company that’s bringing The Great Realization to life. As people like you get clarity on the life you want to live, I can create your financial plan and show you how someday starts today.

What’s your Great Realization? Message me to get started.

5 Ways to Improve Your Finances in September 09/08/2022

From getting out of debt to finally doing that thing you’ve been putting off, let’s make a financial plan that helps you worry less about money so you can spend more time living.

5 Ways to Improve Your Finances in September As we head into the final few months of the year, here are 5 ways to improve your finances in September.

Strong Jobs Numbers Bring Out the Bears 09/06/2022

While markets continue to weaken in anticipation of a more hawkish approach from the Federal Reserve, overlooked data suggest wage pressures may begin to ease. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take on why the tide may be turning for employers.

Strong Jobs Numbers Bring Out the Bears While hot headline employment numbers poured more cold water on Wall Street, there are signs the job market may be cooling.

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