James Ingrahm - Wealth Management Advisor

08/20/2025

Answering all their questions about college isn't easy. Planning for your financial future is. Reach out to start building your plan today.

08/20/2025

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

08/19/2025

Stocks performed well despite signs of increasing inflation and deflated consumer sentiment. Chief Investment Officer Brent Schutte takes a look at the data and explains why it calls for doubling down on a diversified portfolio. http://spr.ly/6188fQ28r

08/13/2025

The right financial advisor has what you need for planning every stage of life. Message me to see which tools work best for you.

08/13/2025

Let’s talk if you have questions about making the most of your back-to-school budget. http://spr.ly/6186fnfNC

08/12/2025

Stocks rebounded amid growing expectations for interest rate cuts, despite new signs that tariffs are weighing on the economy. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6188fW9QC

08/06/2025

I’ve got my goggles and my nose plug and I’m ready to dive headfirst into your financial plan. Let’s do it.

08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

08/05/2025

Weak employment numbers and new tariff announcements raised concerns on Wall Street. Chief Investment Officer Brent Schutte looks at what the data means and why it may take some time for a clear picture of the economy to emerge.

Weak employment numbers and new tariff announcements raised concerns on Wall Street. But will the Fed ride to the rescue?

07/29/2025

Investors cheered strong earnings reports and news of more trade agreements. Chief Investment Officer Brent Schutte looks at how the levies may add to economic bifurcation and why companies may change tactics in dealing with rising import costs. http://spr.ly/6188fuzxQ

07/24/2025

You’re not on the ride of life alone. If you’re part of the 61% of Americans without a will, I can help you get started on your legacy journey.

Source: Northwestern Mutual 2025 Planning & Progress Study.

07/23/2025

All young families should consider having a will and other parts of an estate plan in place. Northwestern Mutual's blog breaks down five crucial questions to help you get started.

You may have insurance and a college savings plan, but what would happen to your kids if you were to unexpectedly pass? Start by answering these five questions.