Charlene Quaresma - Northwestern Mutual

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/6181B8icYS

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/6186BBN7hK

05/27/2026

Small Business Month is a great reminder that building a business requires equal parts vision, resilience, and financial strategy.

I recently joined -TV ‘Dollars & Sense’ to talk about some of the biggest financial mistakes entrepreneurs make early on, including:
• Mixing personal and business finances
• Failing to maintain cash reserves
• Waiting too long to establish business credit
• Neglecting retirement and risk planning while growing the business

One of the biggest lessons I’ve learned as an entrepreneur myself: passion doesn’t pay the bills — strategy does.

Thank you to the team at ARC PDX for having me on to discuss practical ways business owners can protect both their companies and their personal financial future.

Check out the full interview here:

Whether you are starting a business or trying to grow one, ARC PDX spoke with Northwestern Mutual.

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6183B8V8wB

05/26/2026

Recent data from Northwestern Mutual found that Portlanders believe they need $2.89 million to retire comfortably.

At first glance, that number can feel overwhelming. But I think it reflects something deeper than dollars alone.

People want flexibility, security and the ability to handle rising costs, live longer lives and support loved ones while still enjoying retirement on their own terms. The desire for a larger retirement number often reflects a need for greater confidence and peace of mind about the future.

What’s important to remember is that there’s no universal number that guarantees a successful retirement. Two people with the same savings may have completely different needs depending on their lifestyle, goals, and vision for the future.

Retirement planning is personal. The real value comes from understanding what you want your future to look like and creating a financial plan designed to support it.

No matter where you are in your retirement journey, having a thoughtful strategy in place can help turn uncertainty into confidence.

05/26/2026

Let’s talk through the right type of life insurance for your needs and goals. http://spr.ly/6180BBQnZu

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6181BB4d0t

05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.