Roberto A. Valles - Northwestern Mutual

12/10/2024

Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.

Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.

12/10/2024

Your health insurance can impact your financial plan as a whole. I’ll show you how.

It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.

12/04/2024

Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.

12/02/2024

If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.

Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.

11/26/2024

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Market performance is becoming more balanced. Can economic growth follow the same path?

11/25/2024

Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.

11/25/2024

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

11/20/2024

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.

Eventually the economy will regain its balance. But what role do interest rates play in whether that return is smooth or bumpy?

11/18/2024

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

11/12/2024

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.

Investors view the election result as a green light for the economy. But is it too early to jump to conclusions?

11/12/2024

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.

If your goals include sending your kids to college, take steps to find out if your child is eligible—even if you think you earn too much.

11/11/2024

Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes.
*Planning and Progress Study, 2024