11/12/2024
An incredible night with friends and clients at PRIME Barbecue.
While the food was outstanding, the real star of the show was chef and owner Christopher Prieto. Hearing his story and learning more about their mission to give back was very moving.
Their version of a chef’s table is very unique: a place where veterans can dine free (donated by locals and businesses) and watch the BBQ magic happen.
As Christoper signed in his cookbook: “Life is too short to eat bad BBQ.” I agree.
11/10/2024
Who doesn’t like a sunrise after 9:30 am?
That would be the reality for some if move towards permanent Daylight Savings Time.
This fascinating chart illustrates the effects of that potential change across the country.
11/07/2024
What a fantastic night at Bruno’s Spotted Hare in Barboursville, WV. It’s exciting to see friends and clients bet on themselves in business and build their community at the same time. Hard to beat great food, great service, and great company. Go check it out!
11/04/2024
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.
10/29/2024
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.
10/22/2024
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.
10/21/2024
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.
10/16/2024
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.
10/16/2024
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.
10/15/2024
Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.
Markets March Higher, but Is the Celebration Premature?
Many investors view a soft landing as a near certainty, but inflation data and the bond market point to lingering challenges.