Next Phase Advisory Group

05/25/2026

Today, we pay tribute to the heroes who sacrificed everything to secure our freedom. Their bravery will never be forgotten. Let us always honor their memory.

05/15/2026

Our partners Kevin Olson and Tom Rossi recently celebrated the graduations of their daughters’ Megan and Laine from the College of Nursing at Marquette University in Milwaukee!
Megan is Kevin’s last child to graduate from college and Laine is Tom’s first! Congratulations to both girls on these milestones!
*Good thing Kevin and Tom are financial planners!

05/10/2026

Happy Mother's Day!

04/22/2026

Happy Earth Day!

04/21/2026

We are thrilled to share that FORBES has recently recognized Next Phase Advisory Group's Mike Polan & Kevin Olson as two of the top wealth advisors in Illinois based on their experience in wealth planning and insurance. Your excellence and client-first approach make us proud. While this is a great accomplishment for our team, it was only possible because of our amazing clients, partners and team members. At Next Phase Advisory Group, we continue to work as your trusted guides for your financial journey. Congratulations Mike and Kevin!

04/06/2026

Welcome, Sam, to Next Phase Advisory Group! Sam joins us as a Trading & Investment Analyst in the Trading Department, bringing experience from the network office where he previously served in Advisory Services. A graduate of Indiana University with a degree in Marketing and Operations Management. Sam earned his Series 7 license while at Northwestern Mutual. We’re honored to have Sam on board and excited for the insights he’ll bring to the team.

04/02/2026

Welcome, Luke, to Next Phase Advisory Group! Luke joins us from Stryker, where he spent more than a decade in sales operations, training, and product marketing strategy—bringing with him experience building meaningful client and team relationships. He and his wife Kelsey live in Sleepy Hollow, IL, with their four energetic boys. We’re thrilled Luke joined our purpose-driven team and can’t wait to see the impact he’ll make here.

03/30/2026

Market leadership broadened with Small Caps in 2025, while international developed and emerging-market equities also gained momentum as macro conditions shifted from previous years. Here’s how diversification is powering our long-term investment strategy. https://www.northwesternmutual.com/life-and-money/what-2025-taught-us-about-the-importance-of-diversification/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_market-insights_field&utm_term=importance-of-diversification&agentid=060904
If you have questions, please reach out to us Next Phase Advisory Group at [email protected] or visit us at www.nextphaseadvisorygroup.com.

03/27/2026

How does one define market concentration in a time when artificial intelligence has fueled extreme segmentation among the S&P 500? Chief Portfolio Manager Matt Stucky discusses the importance of a diversified capital allocation in a historically bifurcated market. If you have any questions, please reach out to us Next Phase Advisory Group at [email protected] or visit us at nextphaseadvisorygroup.com.

Artificial intelligence is challenging our definition of market concentration.

03/25/2026

From baristas to car buyers and retirees, the new tax law brings big changes for filers. Here’s what to know when preparing your 2025 tax return. If you have any questions, please reach out to us Next Phase Advisory Group at [email protected] or visit us at www.nextphaseadvisroygroup.com.

From baristas to car buyers and retirees, the new law brings big changes. Here’s what to know when preparing your 2025 tax return.