Brett Shepard - Northwestern Mutual

Retirement is one of the most critical periods for your financial plan. Here’s why. http://spr.ly/6185CoYA1

Last week brought more signs of economic broadening, continuing the theme over the end of 2025 and into the first week of January of investors increasingly rotating into Small-Cap stocks. Even so, a cooling labor market means investors and the Fed should proceed with caution. http://spr.ly/6183Cf86T

Northwestern Mutual’s 2025 Planning & Progress Study illuminated financial blind spots among Americans. Here are resolutions to help you address them in 2026: http://spr.ly/6185CoYff

Stocks rallied in the first week of 2026. Nonetheless, a bifurcated and narrow economy, coupled with a softening labor market, poses risks on the horizon. http://spr.ly/6188Cacam

You have enough to worry about with a baby on the way. Let me help you deal with the stress of financial planning so you can focus on the rest.

From tariffs to a record-long government shutdown to a softening labor market, investors were met with no shortage of obstacles in Q4. Nevertheless, U.S. and global equities pushed higher in the fourth quarter to end 2025 on a strong note.

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Working with an advisor during retirement is essential to make sure you’re not paying more taxes than you need to on your hard-earned retirement savings. http://spr.ly/6184CodYw