Joel Philpott, CFP, RICP

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CERTIFIED FINANCIAL PLANNER® Professional
Retirement Income Certified Professional

Specializing in giving families from young adults to retirees the upmost confidence, guidance and support in their financial decisions.

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artifi...
10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6184BH95Hm

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6185BHrXPZ

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6181BH843V

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6181BH8i43

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6181BGLQzJ

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6188BGU22j

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Br...
09/22/2026

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6184BGjBV4

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are sti...
09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. http://spr.ly/6182BGulgE

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
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. http://spr.ly/6183B1fv2x

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
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. http://spr.ly/6182B1sr88

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445 Salem Place
Fairview Heights, IL
62208

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