Devin Demetres - Northwestern Mutual

01/07/2025

Picking which 2025 financial goal to go after is simple—just pick them all. I’ll help uncover any blind spots you might have. Then, we can make a plan that balances your short- and longer-term goals. Check out this article, then let’s talk. http://spr.ly/6189v4b5W

12/16/2024

With the right financial plan and a knowledge of current tax laws, you’re always on offense. Let’s connect on your plan, together.

12/02/2024

Stocks and bonds have their differences, but a successful portfolio has a balance of both. Let’s develop a strategic investment strategy tailored to you and your goals. DM me today to get started.

11/25/2024

Setting up a trust for your family is a great way to make sure they’re set up for success in the future. Reach out to learn more about the value of setting up a trust for your family.

11/18/2024

Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.

*Planning and Progress Study, 2024.

10/15/2024

We’re weeks away from the new year. 🗓️ Are your finances ready? Here are simple steps you can take right now.

As we reminisce about our experiences in 2024 and look ahead to the holidays, it’s also a good time to think about our financial goals

10/11/2024

We all want to prepare for a successful financial future. The hard part is knowing where to start. Here are a few tips to get you on your way.
*Planning and Progress, 2024.

10/08/2024

Strong jobs numbers last week gave investors something to cheer about. Chief Investment Officer Brent Schutte discusses how the reported surge in new hires might affect the Fed’s thinking on future rate cuts.

Last week’s strong jobs report was a welcome surprise. But did it muddy the picture for the Fed as it considers the path forward for rates?

09/25/2024

There are some rules you have to follow. If you have recently inherited an IRA or expect to, I’d be happy to help walk you through the rules and options to manage your inheritance.

Inheriting an IRA means you have some cash coming your way. But it’s also important to know the rules.

09/17/2024

The economy is nearing an inflection point; but the final outcome is still unclear. Here’s a look at where we think things are headed and how investors can position themselves for potential volatility.

Investors are betting rate cuts will save a slowing economy, but that’s no reason to take unnecessary risks.

09/11/2024

Honoring the heroes, and remembering the loved ones lost on this day 23 years ago. We will never forget.

09/10/2024

Whether the economy slips into recession or sticks the soft landing, volatility is likely to stick around. Here’s Chief Investment Officer Brent Schutte’s take on how investors can respond.

More signs emerged that the economy is nearing an inflection point. How should investors respond to the growing risks?