Matt Streck - Financial Advisor at Northwestern Mutual

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6186BH95kG

10/23/2026

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new opportunities, and make sure you’re ready to finish strong.

10/22/2026

📚 It's National Book Month, and Matt has a recommendation.

In our latest newsletter he wrote up Lloyd Blankfein's Streetwise — a candid memoir from 36 years at Goldman Sachs, including leading the firm through the financial crisis. It isn't a "rules for success" book. It's an honest account of how careers and organizations actually take shape: preparation, luck, relationships, incentives, and hard calls made without complete information.

Three takeaways that stuck with him:

📖 Your starting point does not dictate your ceiling.

📖 Good decisions require judgment, not certainty.

📖 Reputation is an asset built through repeated behavior.

That last one sounds a lot like how we think about planning. Careers compound the same way capital does — slowly, then all at once.

The full write-up is in our newsletter on our profile. And since you gave us great recommendations last month, we'll ask again:

What should we read before the end of the year?

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6182BHrXgm

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

10/19/2026

Anyone who's worked a farm knows you don't plant in the spring and hope for the best. You prepare the soil first.

Estate planning works the same way. It's National Estate Planning Awareness Week, so here's a look at common estate planning mistakes.

Most people think it's just a will. For most families, it's a few pieces working together:
-A will, including guardians for minor children
-Beneficiary designations on retirement accounts and life insurance
-A financial power of attorney
-A health care directive
-A trust, for some families

The one people forget most often is beneficiary designations. They usually pass outside your will, so an old form can quietly override the plan you thought you had.

Your attorney drafts the documents. Our role is to help you see how they fit with the rest of your financial picture, and to work alongside your attorney so nothing falls through the cracks.

When did you last look at yours?

An effective will can make a difficult time a little bit easier for your family. Watch out for these mistakes.

10/17/2026

Stockyards City is about to get busy. 🤠

The Stockyards Stampede brings Oklahoma City together to celebrate the western and agricultural heritage this state was built on — a district that's been working for more than a century and still feels like the real thing.

For Matt, whose roots run through rural Oklahoma and the family farm, days like this are more than a good time. They're a reminder of the people and the traditions that keep this state running.

If you're heading down, take your time. Talk to the folks behind the booths. Stay for lunch. It's worth the trip.

Will we see you at the Stampede?

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

10/15/2026

Meet Kellie 👋

If you've called our office, emailed a question, or walked through our door, Kellie Tate is probably the reason it felt easy.

Kellie joined as our executive assistant in July 2015 and just celebrated 11 years with the firm. She's the friendly first point of contact for clients, the one keeping the details of daily operations moving, and right now, the one helping us settle into our new space as we move from the fourth floor to the first.

At home, she recently welcomed her fifth grandchild. With two of her grandkids — an 18-month-old and a 6-month-old — living with her, she's getting to see life through children's eyes all over again.

Eleven years in, she still makes it look easy. We're glad she's on our team.

There's more on Kellie in our latest newsletter on our profile.