Priest Financial Services

Reach out if you have questions about your financial plan being on track as we close out the year.

Your 2024 Year-End Financial Checklist From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.

How Treasury Yields Add a Twist to Hopes for a Goldilocks Ending An uneven economy and uncertainty about how rate cuts will play out may complicate the Fed’s efforts to keep the economy growing. Read more.

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy that may not be as resilient as it seems.

What Insights Can We Glean From Retail Sales Numbers? Retail sales numbers point to strong consumer demand, but do the headline numbers tell the full story? Read more.

It’s a great benefit if it’s available to you. But it’s probably not as much life insurance as you need. Please reach out if you’d like to learn more.

Is Group Life Insurance Enough? Many employers offer group life insurance as an employee benefit, but other life insurance options may provide better coverage than group life insurance.

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

What Some Investors May Be Missing Under the Surface of the Economic Narrative In Northwestern Mutual’s Quarterly Market Commentary, we look at what happened below the surface of a strong quarter for equities and what may come next.

Reach out if you have any questions about how to level up your finances.

5 Steps Women Can Take Today to Up Their Money Game Even if you’re feeling good about your finances, there is always room for improvement. Checking out these steps today can help ensure you have a better plan for tomorrow.