John E Jacobs - Northwestern Mutual

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The hottest IPOs in the market are often sold as rare, must‑have opportunities. What’s frequently overlooked is how expo...
06/01/2026

The hottest IPOs in the market are often sold as rare, must‑have opportunities.

What’s frequently overlooked is how exposure to innovation actually enters portfolios. An investor may already participate in the growth of companies like OpenAI, Anthropic, and other private innovators through existing public‑market relationships — via companies that fund, partner with, and commercialize their technology.

This type of exposure can come with meaningful advantages: daily liquidity, transparent pricing, low costs, and no lockups or forced holding periods.

Is your portfolio built to capture long‑term innovation — without chasing complexity or hype?

Explore our perspective on IPOs, indexing, and planning‑first investing: http://spr.ly/6182B8VHQC

There’s no question that companies like OpenAI, SpaceX, and Anthropic are extraordinary businesses shaping the future of...
05/27/2026

There’s no question that companies like OpenAI, SpaceX, and Anthropic are extraordinary businesses shaping the future of the global economy.

But successful investing requires separating business innovation from asset pricing. History consistently shows that IPOs, on average, have underperformed simple, diversified equity exposure — often while carrying higher volatility and greater behavioral risk.

IPO performance isn’t about the quality of the companies. It is instead about valuation, timing, and the cost of manufactured scarcity.

Read our latest market commentary on IPOs, scarcity, and long‑term investing discipline: http://spr.ly/6189B8pAxZ

For many successful families, wealth is built through one company, one investment, or one long‑held position.While that ...
05/14/2026

For many successful families, wealth is built through one company, one investment, or one long‑held position.

While that success is worth celebrating, over‑concentration can quietly increase risk, particularly as portfolios grow more complex and tax considerations become more significant.

Many families find themselves thinking, “I’ve done well, and I don’t want to make a mistake.” As a result, unwinding concentrated stock positions can feel daunting. But thoughtful planning isn’t about disrupting success. It’s about protecting it, while creating flexibility for what comes next.

Explore how concentrated stock planning can fit into a broader, coordinated wealth strategy:
http://spr.ly/6181BBtS5T

Over time, the biggest risk to long-term outcomes isn’t the market, it’s behavior. And that often comes down to misunder...
04/22/2026

Over time, the biggest risk to long-term outcomes isn’t the market, it’s behavior. And that often comes down to misunderstanding the difference between investing and speculation.

The following are three distinctions that separate investing from speculation.

1) Fundamentals of Return: How do you determine returns?
For example, we can model an equity portfolio’s expected return range for a financial plan and assign associated probabilities to outcomes. We can’t do the same for things like Bitcoin.

2) Time Horizon: Usually, the longer you hold productive assets, the narrower the range of outcomes. Speculative assets do not always share this property. For example, holding Bitcoin for twenty years doesn’t narrow the range of outcomes—it simply extends your exposure to sentiment.

• Incentive Structure: When evaluating an investment, it is worth asking: whose outcome does this product primarily serve? Just because institutions adopt something does not mean they believe in it. Often, it just means they can monetize it. If the product you are considering requires unrelenting marketing, celebrity endorsement, Super Bowl commercials, or increasingly complex fee structures to generate interest, the incentives are not aligned.

Read the full market commentary to see how these differences play out: http://spr.ly/6189BB8DeF

Trade wars.Inflation. Crypto crashes. Bank failures. Elections. Looking back at news headlines over the last eight years...
04/14/2026

Trade wars.
Inflation.
Crypto crashes.
Bank failures.
Elections.

Looking back at news headlines over the last eight years, it’s felt like a constant crisis. And yet, through all of it, global equities have kept moving forward.

As we reflect from an investment perspective, the real risk wasn’t the events themselves but instead reacting to them.

We cover in depth the market headlines over the last eight years, and what it really taught us. Check it out here: http://spr.ly/6189B62Hjh

Thoughtful planning advice isn't limited by geography.We work with individuals and families across the U.S., delivering ...
03/18/2026

Thoughtful planning advice isn't limited by geography.

We work with individuals and families across the U.S., delivering the same depth of planning, perspective, and care - wherever life takes them.

2025 tested investors' resolve with tariffs, policy uncertainty, geopolitical conflict, market concentration fears, and ...
03/16/2026

2025 tested investors' resolve with tariffs, policy uncertainty, geopolitical conflict, market concentration fears, and AI bubble talk.

Yet those with a strong financial plan generally endured.

Von Clausewitz wrote: "Out of these characteristics a certain center of gravity develops, the hub of all power and movement, on which everything depends. That is the point against which all our energies should be directed."

Your financial plan serves as that center of gravity—where power, movement, and decision converge. Every market cycle generates competing demands for attention. The discipline lies in staying centered when the environment is disorienting.

Our 2025 annual insight letter applies lessons from Clausewitz's "On War" to modern investing:
• Why most market intelligence is unreliable
• How friction erodes returns in ways you don't see
• Why planning beats prediction every time

Read "The Fog of Investment Strategy": http://spr.ly/6182hjH4q

How do you prepare for an unpredictable future? Best-selling author Simone Stolzoff shares practical strategies to use t...
03/12/2026

How do you prepare for an unpredictable future? Best-selling author Simone Stolzoff shares practical strategies to use the unknown to your advantage in this exclusive session. Join us! https://na.eventscloud.com/website/93345/

During the world’s ups and downs, it helps to remember confidence comes with preparation. Reach out and let’s design a f...
03/12/2026

During the world’s ups and downs, it helps to remember confidence comes with preparation. Reach out and let’s design a financial plan that can help navigate whatever comes your way. When you have an expert advisor in your corner, you won't have to do this alone.

In 2025, we received more inquiries about selling stocks and going to cash than during the last three bear markets combi...
03/09/2026

In 2025, we received more inquiries about selling stocks and going to cash than during the last three bear markets combined.

We call this "anticipatory anxiety"—the fear of future regret driven by political polarization, media noise, AI anxiety, and geopolitical conflict. Anticipatory anxiety can be more painful than realized losses.

Von Clausewitz wrote: "Everything in war is very simple, but the simplest thing is difficult. The difficulties accumulate and end by producing a kind of friction."

Investment friction appears in both visible and hidden forms. Our analysis of over 2,200 mutual funds revealed an average annual drag of 2.26% from fees and tax costs alone—friction that compounds dramatically over time.

How do you build portfolios that minimize friction while maintaining discipline during volatile markets?

Our new PAC Insights explore the answer: http://spr.ly/6189hjHSP

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