Jaime Cuellar

04/25/2024

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

04/24/2024

We get this question a lot. The answer is that life insurance is not an investment. But when combined with other tools, like investments, it can add a lot of value to your financial plan.

Is whole life insurance worth it? While whole life insurance isn't an investment, life insurance policies can benefit from cash value growth and dividends.

04/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent inflation trends have put the Fed on hold when it comes to rate cuts and what it means for the economy.

Recent inflation measures have the Fed pumping the brakes on rate cuts. Get more in our Weekly Market Commentary.

04/18/2024

When it comes to your finances, you don’t want to find yourself behind the 8 ball. Or asking one for advice, for that matter. That’s why when it comes to discovering key money strategies, well, all signs point to me. Reach out today for an outlook that looks good.

04/17/2024

The amount you have in savings is important, but how you’re saving can go a long way to help you get the most out of your money. I’d love to schedule time to learn more about your situation and show you how some simple tweaks can help you get more out of your savings.

See how you stack up with your peers and what you can do to maximize your savings.

04/16/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation numbers and why a focus on valuations may be a good approach if the Fed holds rates higher for longer.

More evidence of stubborn inflation may force the Fed to keep the brakes on the economy. Get more in our Weekly Market Commentary.

04/15/2024

The markets had a strong first quarter despite inflation sticking around. Here’s a timely analysis from our chief investment officer about what lingering price pressures may mean for the Fed and economy.

In Northwestern Mutual’s Quarterly Market Commentary, we look at how sticky inflation may signal the late stages of the economic cycle.

04/12/2024

If you need help setting up a structure to track your expenses, we can help.

Knowing where your money goes every month can free you up to splurge on fun activities. These 5 steps can help you get on the right track.

04/11/2024

Saving for retirement is a hot button issue for a lot of Americans. Each generation views it differently. Let’s chat about your thoughts.
*Planning and Progress, 2023

04/09/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest economic data and what it means for the Fed.

Amid mixed economic data over the past week, investors are now solidly split on whether the Fed will cut rates in June. Get more in our Weekly Market Commentary.

04/04/2024

I know what you’re thinking–how did I all of a sudden become an adult? Well, the good news is that adulting happens to all of us, and when it does, you don’t have to do it alone. Read our Guide to Financial Planning in Your 30’s for tips on how to make the transition from the big 2-0 to the big 3-uh-oh more seamless. And if you have any questions, I’m here to help out. http://spr.ly/6185Zwye1

04/02/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte digs into the latest inflation figures and why the Fed should think twice about cutting rates in the near term.

The latest inflation data may have the Fed holding rates higher for longer. Get more in our Weekly Market Commentary.