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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Spencer Way - Northwestern Mutual

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United States
Irvine, CA
Spencer Way - Northwestern Mutual

Spencer Way, CLU,ChFC,CASL,CLTC, is a Northwestern Mutual wealth management advisor guiding families It has much more to do with choice.

"Our mission is to listen and guide families and business owners on their path to financial security.“

Financial success doesn't happen by chance. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circ

umstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next. As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.

-Spencer Way

02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Here’s why you should consider doing both.

02/20/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why the Fed may be compelled to hold rates at current levels for longer.

Latest Inflation data highlights that more progress is needed before the Fed cuts rates. Read more in our Weekly Market Commentary.

02/15/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

02/13/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest CBO estimates about economic capacity mean for the business cycle.

Has the economy reached its growth limit? Read more in our Weekly Market Commentary.

02/07/2024

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

See how loud budgeting works—and could work for you.

02/06/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at wages and employment numbers and what it means for the timing of potential rate cuts.

Strong wage gains may tie the Fed’s hands on rates. Read more in our Weekly Market Commentary.

01/30/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte discusses where we are in the business cycle and why it may mean rate cuts are on hold.

The decline of the inflation rate could reverse if the Fed cuts rates too soon. Read more in our Weekly Market Commentary.

01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

01/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap.

Are recent comments from the Federal Reserve undercutting its efforts to fully extinguish inflation? Read more in our Weekly Market Commentary.

01/12/2024

A timely analysis from our chief investment officer about why the pace of wage growth may be the overlooked story of 2024.

Why Wage Growth May Prevent the Recent Market Surge From Lasting.

01/10/2024

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

There are limits to how much you can contribute to your Roth IRA each year.

01/09/2024

The markets pulled back last week as investors focused on employment readings. In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the data and why wage growth remains a concern for the Fed.

The latest employment and wage data underscores why rates may need stay higher for longer. Read more in our Weekly Market Commentary.

Address

18575 Jamboree Road, Ste 400
Irvine, CA
92612

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://www.spencer-way.com/

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