Bobby Davis, MM, CLU, CLTC is a Northwestern Mutual and RP Davis Wealth Planning Group Advisor.
06/02/2026
AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6180B8icqp
Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.
06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6183BBNCB9
Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.
05/27/2026
AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6186B8V8g0
05/26/2026
Let’s talk through the right type of life insurance for your needs and goals. http://spr.ly/6184BBQnwA
Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.
05/19/2026
As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6187BB4dfL
05/18/2026
I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
One question that changes everything: What do I actually need from my career? 🤔 Author Simone Stolzoff makes the case that until you can answer that, every money decision feels harder than it has to be. Once you know what “enough” means to you, budgeting actually starts to feel freeing. That’s the kind of clarity a solid financial plan can help you find. When you’re ready to start building yours, let’s talk.
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