Lagerborg & Associates

09/02/2026

Your goals are personal. Your financial plan should be, too. I’ll tailor each phase around what matters most to you.

09/01/2026

🎉 Cheers to 9 Years of Nate Jones! 🎉

Some people help keep the train on the tracks. Nate Jones has spent the last nine years helping build the tracks, improve the engine, and make sure everyone reaches the destination together.

Today we're celebrating Nate's 9-year anniversary with Lagerborg & Associates and recognizing what has been an incredible year of growth as he stepped into the role of Chief Operations Officer.

As a Partner, Nate is the kind of leader who makes a lasting impact, not by seeking the spotlight, but by consistently upholding our mission and values. He has a unique ability to turn vision into ex*****on. From improving processes and building systems to helping our firm navigate growth, his operational leadership has been instrumental in shaping who we are today and positioning us for what's next.

When he's not optimizing processes and helping drive the firm forward, Nate is busy managing an even more demanding operation: life as a boy dad and husband to his high school sweetheart.

Nate, thank you for nine years of commitment, innovation, and relentless focus on making our firm stronger. We're grateful for your impact and excited to see what's ahead under your leadership.

Here's to 9 incredible years, an exciting new chapter as COO, and many more milestones ahead. 👏🎉

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=090291

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. https://www.northwesternmutual.com/life-and-money/how-to-prepare-for-a-recession/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_managing-finances_field&utm_term=how-to-prepare&agentid=090291

08/27/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. https://www.northwesternmutual.com/life-and-money/youth-sports-costs-budgeting-tips/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=youth-sports-costs&agentid=090291

08/26/2026

If you feel like you're losing in the game of money, I'm here to help you make a comeback. Let's make a financial plan designed to get you some wins.

08/25/2026

🎉 Cheers to 2 Years of Bailee Burgess! 🎉

Some people simply do their job. Bailee Burgess shows up every day and elevates it.

Today we're celebrating Bailee's 2-year anniversary with Lagerborg & Associates! As a Private Wealth Analyst, Bailee brings the perfect blend of intelligence, organization, and calm confidence to everything she touches. Whether she's helping keep complex planning work on track, supporting our advisors, or serving clients with excellence, she consistently makes the difficult look effortless.

What makes Bailee especially valuable isn't just what she does, it's how she does it. She's a dedicated mom, a dog lover through and through, a champion for wellness, and someone who has an eye for nature-inspired photography wherever she goes. Her ability to stay grounded, bring sophistication to the team, and keep a tight timeline through the busiest days is one of her many superpowers.

Over the past two years, she's become an integral part of our team, a trusted colleague, and one of the many reasons we're able to deliver an exceptional experience to the families we serve. Her thoughtfulness, reliability, and genuine care for others make a difference every single day.

Bailee, thank you for your hard work, dedication, and the care you bring to our team. We appreciate you more than you know and are grateful for all the ways you make Lagerborg & Associates a better place to work.

Please join me in congratulating Bailee on her 2-year milestone! 👏🎉

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=090291

08/20/2026

When your kids are still figuring out what they love, it can help to try before you buy. Here are some tips to help you save this back-to-school season:

1. Shop your home first
2. Scour often for discounts
3. Get paid to shop
4. Time your purchases carefully
5. Combine your efforts
6. Try before you buy

Want to learn more? Check out this article: https://www.northwesternmutual.com/life-and-money/6-tips-to-help-you-save-on-back-to-school-shopping/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=6-tips&agentid=090291

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.