If you want your 2025 to be filled with results and not regrets, reach out today and we’ll figure out a personalized plan that works for you.
*NM Consumer Sentiment Survey Q4 2024
Maliq Matthew, PhD - Northwestern Mutual
Financial Advisor specializing in planning for higher ed clients. I empower people who empower people
01/28/2025
Chief Investment Officer Brent Schutte discusses what the latest data suggests about the breadth of economic growth and what it may mean for inflation and the Fed.
Markets Rise as Investors Bet on Business-Friendly Policies Stocks rose on expectations of business-friendly policies as data offered a glimmer of hope for a more balanced economy.
01/28/2025
Picking which 2025 financial goal to go after is simple—just pick them all. I’ll help uncover any blind spots you might have. Then, we can make a plan that balances your short- and longer-term goals. Check out this article, then let’s talk.
Simple Resolutions to Unlock Your Financial Potential in 2025 Our Planning & Progress Study illuminated financial blind spots among Americans. Here are resolutions to help you address them in 2025.
01/22/2025
Here’s a helpful list to help you get a jump on making the most of your money so you can achieve what goals that are important to you.
A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025 Our financial checklist can help you get a jump on making the most of your money in the year ahead.
I don’t want to ask you questions that make you roll your eyes. Reach out if you’re open to uncovering your financial blind spots using smart, well-rounded, better questions.
01/22/2025
Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to continue to play an outsized role in market performance in the months ahead.
Stocks Rise as Market Catches Its Breadth What should be made of the market’s reaction to better-than-expected inflation data?
01/16/2025
A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.
401(k) Contribution Limits for 2025 There are limits to how much you can contribute to your 401(k) each year.
01/15/2025
This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.
01/14/2025
Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.
Why an Unbalanced Economy Is Leading to Unbalanced Market Returns Distortions in the economy are driving unbalanced returns in the market. But can it continue?
01/10/2025
Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.
Do the Markets Have a Concentration Problem? Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.
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