Stephanie Lowe - Northwestern Mutual

Stephanie Lowe - Northwestern Mutual Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach.

06/25/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎 Steph | Day 6 | Roth vs Pre-Tax

Pay taxes now or later?

That’s the basic question behind Roth and pre-tax contributions.

The answer isn’t the same for everyone, but understanding the difference is a great place to start.

**For educational purposes only. Not financial advice. Investing involves risk.**

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-r...
06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6180BDwjnQ

06/23/2026

Summer is here! And C&L Summer School is in session!
Next up: 🎓MaKenna | Day 5 | What does investing actually mean?

“Investing” is one of those words everyone uses but rarely defines.

At its core, it’s simply putting money toward something with the goal of potential future growth. Shown here... like watering a plant and then waiting for it to grow.

The details matter, but understanding the concept comes first.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/19/2026

The quarterly business meeting held this month in Canandaigua was paradise.

Great to see so many friendly faces, hear insights from top tier colleagues, and learn new skills to improve what we do every day.

And the location was just *chefs kiss* 🤌😙

06/18/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 4 | Stocks vs ETFs

One of the biggest misconceptions we see is that all investments work the same way.

Today’s lesson covers a simple distinction that can help make financial conversations easier to follow.

**For educational purposes only. Not financial advice. Investing involves risk.**

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/6189BDGXxL

06/16/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 3 | What is an ETF?

If you’ve ever nodded along when someone mentioned ETFs while secretly wondering what they meant…

You’re not alone.

Today’s Summer School lesson breaks down one of the most common investment terms in plain English.

**For educational purposes only. Not financial advice. Investing involves risk.**

06/11/2026

Summer is here! And C&L Summer School is in session!
Next up: 🍎Stephanie | Day 2 | What is a stock?

Many people hear terms like “stocks” every day but never get a straightforward explanation.

Financial confidence starts with understanding the language.

Today’s lesson: what a stock actually is.

**For educational purposes only. Not financial advice. Investing involves risk.**

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