Ramón Rodríguez - Northwestern Mutual

Ramón Rodríguez - Northwestern Mutual CERTIFIED FINANCIAL PLANNER® Professional | CA & HI Market Focus Plan for the financial future you deserve. Wealth Management | Financial Security

Whether you feel like you’re behind the eight ball, or want to proactively plan your financial future, we're here to help and are focused on what matters most to you.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6183BDGkVH

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6189B86NgV

Go where you can be your best self. The right team is waiting. Reach out to see if this could be the team for you.
06/11/2026

Go where you can be your best self. The right team is waiting. Reach out to see if this could be the team for you.

In choosing a college savings plan, you should consider several factors, including contribution limits, tax benefits, an...
06/09/2026

In choosing a college savings plan, you should consider several factors, including contribution limits, tax benefits, and how much flexibility and control you want over the account. We review a number of these factors below.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6183B8L3kz

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6187BBGF75

Real estate can be an integral part of your asset portfolio—but like any investment, there are risks that go along with ...
06/05/2026

Real estate can be an integral part of your asset portfolio—but like any investment, there are risks that go along with the rewards. And managing a rental property requires an entirely new set of skills and knowledge.

Here are some tips if you’re considering purchasing an investment property.

Buying an investment property is a big decision with a lot of potential pitfalls, so a little knowledge beforehand can go a long way.

Many of the financial tools that you use for retirement have complicated tax rules. For example, the money you put in 40...
06/03/2026

Many of the financial tools that you use for retirement have complicated tax rules. For example, the money you put in 401(k)s, Roth accounts and nonqualified investment accounts will be taxed at some point. The details depend on the type of account, how long you’ve held your money in the account, and sometimes even your income.

Another tool often included in a diversified retirement plan is an annuity. Annuities can help you save for retirement or generate a guaranteed lifetime income after you retire. They can also help protect you from the risk of outliving your money. We’ll look at annuity taxation—but let’s start with some annuity basics.

The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6189B8iYgN

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6187BBNhJl

Address

515 S Flower Street Suite 3400
Los Angeles, CA
90071

Alerts

Be the first to know and let us send you an email when Ramón Rodríguez - Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ramón Rodríguez - Northwestern Mutual:

Share