09/07/2026
I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide.
Eric Wisotsky, CLU®, ChFC®, MBA is a Partner and Private Wealth Advisor with BWM Wealth Strategies We work with clients in all phases of life.
BWM Wealth Strategies is a holistic financial planning firm based in Charlotte, North Carolina that specializes in guiding professionals, executives, business owners, retirees, and families through life’s financial transitions. This means that no matter where you are in life, we have the expertise to help you achieve your goals, whatever they may be. Whether paying off student loans, buying a home
09/07/2026
I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide.
09/01/2026
Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6185B1fvWB
08/31/2026
Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.
Sneaky Costs of Youth Sports and Activities—And What to Do About It See how much youth sports and activities really cost and how to budget for them.
08/26/2026
After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s higher rate environment could make fixed income worth another look for investors.
Why Higher Bond Yields May Make Fixed Income More Attractive | Northwestern Mutual Higher yields have changed the bond market. Here’s what investors should know.
08/25/2026
The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6188B1sRtY
08/19/2026
Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.
Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.
08/19/2026
Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started.
How to Talk About Money Talking about money with friends and relatives can be hard, but the benefits are proven. Here’s how to get started.
08/18/2026
The question isn't whether interest rates are high today—it's whether your financial plan is built to last for the long term. Whole life insurance plays a role that short-term instruments simply can't. Reach out and let's explore whether it belongs in your plan.
Whole Life Insurance in a High-Rate World Whole life insurance is built for the long term—here's why higher interest rates don't change its value in your financial plan.
08/17/2026
Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.
Required Minimum Distributions: 7 Things You Should Know Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.
08/15/2026
Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential.
What Is Moneymaxxing? Make the most of every dollar so you have more to use in your financial plan.