Feel confident & prepared for what is next on the horizon by partnering with Lakeshore Wealth
08/04/2026
The Fed held rates steady, but markets remain focused on whether tighter financial conditions will be enough to bring inflation back to target. Read Northwestern Mutual’s latest weekly market commentary. http://spr.ly/6180BE7G2e
08/03/2026
You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6181BDLuA3
07/28/2026
Tariffs and inflation remain in focus as the Fed weighs its next move. Northwestern Mutual Wealth Management CIO Brent Schutte explains what this could mean for markets. http://spr.ly/6188BEaorM
07/27/2026
Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential. http://spr.ly/6183BDMULU
07/21/2026
Our advisors are excited to be in Milwaukee for Northwestern Mutual's Annual Meeting! It is a great opportunity to strengthen partnerships, discover new ideas, and bring even more value back to our clients and firm.
We look forward to hearing the knowledge, insights, and inspiration they've gained as we continue to Multiply Our Momentum.
07/21/2026
Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why diversification remains important as leadership shifts and volatility risks linger. http://spr.ly/6188BEcbmr
07/20/2026
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. http://spr.ly/6183B8ii8l
07/19/2026
Happy Birthday, Jake Whatley! We hope you have a great day full of celebration.
07/17/2026
We're honored to share that Lakeshore Wealth has been recognized on the Forbes 2026 Best-in-State Financial Security Professionals list.
More than anything, this recognition reflects the trust that each of you places in our team. We are grateful for the opportunity to help our clients navigate important financial decisions and work toward the goals that matter most to them.
Thank you for your continued confidence, partnership, and support. Serving our clients is a privilege, and we remain committed to providing the thoughtful guidance and personalized strategies you deserve.
Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo.
07/16/2026
Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6181BEprxc