07/16/2025
Northwestern Mutual’s latest survey shows nearly one-third of Americans expect to leave an inheritance. But there’s more than one way to leave a legacy. Reach out and let’s start creating yours.
Ways to Leave a Financial Legacy
You can’t take it with you. But you can create a plan to pass along what you’ve earned—and learned—to your loved ones after you’re gone.
07/15/2025
Investors have spent the past few months guessing how trade policy may affect the economy and the Fed’s thinking. Chief Investment Officer Brent Schutte looks at why the next few weeks may provide answers.
Are the Impacts of Tariffs About to Come Into Focus?
Even as trade negotiations continue, investors may begin to get a clearer picture of the economic impact of tariffs in the coming weeks. Here’s why.
07/14/2025
If you’re curious about the recent tax changes and how they affect you, read this article and reach out with questions.
15 New Tax Law Changes and How They May Impact You
Here’s how the bill referred to as OBBBA may impact you
07/01/2025
Some investors have concluded tariffs and inflation are no longer a threat to the economy. Chief Investment Officer Brent Schutte looks at why it may be too early to make that call.
Equities Post Strong Gains as Some Investors Look Past Uncertainty
The rebound for equities continued last week with stocks hitting new highs. But is the market getting ahead of itself?
06/25/2025
There’s a lot on your mind when a new baby is on the way. Make sure you don’t overlook any of these major steps.
Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives
When you’re expecting a baby, there are plenty of things to do and buy. Here are six things to put on your new baby financial checklist.
06/24/2025
Last week did little to answer investors’ questions about the direction of the economy and the impact of tariffs. Chief Investment Officer Brent Schutte looks at why it may take some time for the uncertainty to clear.
The Fed’s Latest Economic Projections Underscore Economic Uncertainty
The Fed’s latest projections highlight the uncertainty in the economy. How long will it last?
06/18/2025
Did you know that 69% of Americans say that financial uncertainty has made them feel depressed and anxious—and 63% say money worries have kept them up at night?* Reach out and let’s build a plan to help you feel more confident about your money and reduce your financial stress.
*2025 Northwestern Mutual Planning & Progress Study
5 Ways to Improve Your Financial Wellness
Enhancing your financial wellness can help improve your mental and physical health, relationships, job performance and sleep.
06/17/2025
Last week brought more signs that investors are growing less concerned about the impact of tariffs. Chief Investment Officer Brent Schutte looks at why it may be too early to declare the coast clear. http://spr.ly/61824PLi2
06/11/2025
I can help you get ready for this big step and show you how a home will affect your broader financial picture.
Making a Down Payment on a House
Saving for a down payment on a house is one of the biggest parts of homebuying. Here's everything you need to know about making your down payment.