Michael Pisanti-Northwestern Mutual

06/07/2023

Federal student loan forbearance is confirmed to end on September 1, 2023 based on the SCOTUS approved debt ceiling legislation. Final ruling on the Biden One-Time relief will have a final ruling on June 22, 2023. Let us know if we can help you with your loan planning!

09/17/2022

For our young clients investing-now is the time to buy. Generational wealth can be created through down markets and being patient. If you are wondering what you should do, reach out to our team!

Learning how the rich invest their money during downturns can be a helpful guide.

03/10/2022

There is still time to max your Roth IRAs for the prior year, and now is a good time! If you are worried about your current allocation, or how your retirement plan is lining up during these volatile times, let’s have a conversation!

02/25/2022

https://www.facebook.com/99909082931/posts/10160276079482932/?d=n

Northwestern Mutual investment experts share perspective on Ukraine-Russia conflict

01/13/2021

Many people I work with want to get into “Real Estate” and investing. Many people also aren’t sure how to traverse such a broad industry. Don’t miss out on these key pieces of information when creating your financial plan. Let me know if I can help!

Life insurance is a good idea when you have a lot of financial obligations for your kids, a mortgage, and other debt. Well, in this video I'm going to show ...

10/27/2020

Worried about how the upcoming election will impact your portfolio? Our portfolio has outperformed the S&P 500 index by 400 basis point this year, and we have a strategy to keep our clients confident during this uncertain time. Let me know if you have questions.

With an election just around the corner, we spoke with Northwestern Mutual equity portfolio managers about elections and markets. Here’s their outlook for each sector heading into November and beyond.

07/22/2020

As of last week, all four major rating agencies have maintained our highest-possible strength ratings for 2020. During these times of uncertainty, it is great to see our clients continue to prosper not only during the good times, but times of economic disruption as well! The long-term vision and strategy is the reason Northwestern Mutual is able to affirm our strength ratings and create long-term value for our clients!

Moody's Investors Service ("Moody's") maintains Northwestern Mutual's Aaa (highest) rating and stable outlook in a recently released update. "This is a powerful statement about how we manage the...

03/21/2020

Northwestern Mutual was built for times like this! NM and Microsoft are the only two companies who currently have Moody's highest Aaa Financial Strength Rating AND a stable rating outlook.

If you are on the fence about starting to invest or investing more, reach out and let's have a conversation. Its always a good time to buy into the market with the proper time horizon and asset allocation per your risk tolerance, but it's an extra good time now, since the overall market is on sale!

If you are on the fence about updating your insurance, now is the time because Northwestern, in an unprecedented move, is temporarily suspending some of its requirements for physical paramedical examinations (blood, urine, saliva sample) and possibly accepting new applications with just a medical questionnaire. This is likely only going to last a few weeks!

Hope everyone is staying safe! Wash your hands and stay healthy!

03/13/2020

Amidst the recent market volatility, many retirees have no other option than to liquidate portions of their portfolios and take a substantial loss. This article talks about a few unique ways to plan for the market down turns, not if,but when they happen. If you have an investment strategy, but not a liquidation strategy/full financial, or if your advisor hasn't talked to you about planning for market downturns, let's talk about how to preserve your assets.

Americans in their mid-60s could live nearly three more decades, research shows, so a healthy dose of stock in your portfolio is actually prudent now.

02/20/2020

Among the multitude of planning that we do, life insurance can be a key component to anybody’s risk management strategy. Why not use the best?

02/03/2020

Great article on how entities are utilizing life insurance planning to help retain, provide incentive, and reward their key people

How does a university reward its national champion coach? With split-dollar life insurance, of course! As part of a $42 million 6-year contract extension, head coach Ed Orgeron will enter into a split-dollar life insurance agreement with Louisiana State University (LSU). Details are still to come bu

01/02/2020

Happy New Year to all! Coming into the New Year a lot of my clients are evaluating their financial plan and making necessary changes to have a successful 2020. Have you made your resolution yet? Whether you are just starting your plan, looking for a double-check, planning for new goals, I would love to help you on your path to financial security. If you have questions or want to set up a consultation, please feel free to reach out to me! Happy New Year, here is to a safe, happy, and healthy 2020!