Ian Ackerman - Northwestern Mutual

09/02/2026

When markets rise quickly, it can be tempting to chase the stocks that are already leading. But momentum can shift, and diversification remains important. This article explains why quality and valuation still matter—and how a balanced approach can help investors stay positioned for what comes next.

Momentum led Q2 markets. But quality, valuation, and diversification still matter.

08/19/2026

Losing your job or changing careers doesn’t mean giving up on your long-term goals. I can help you build a financial plan that evolves as your life changes.

Changing careers or losing your job can feel unsettling. Setting priorities and having a flexible financial plan can help you regain your footing.

08/12/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

08/05/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

07/29/2026

When a high-profile company goes public, it can feel like you're missing out if you don't act fast. But first-day hype rarely tells the whole story. Understanding how IPOs work—and how they fit into a broader financial plan—makes all the difference. I'd be happy to connect and walk you through how this applies to your plan.

Before you chase the IPO buzz, here's what every investor should know about how they work and when they fit your plan.

07/22/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions.

An effective will can make a difficult time a little bit easier for your family. Watch out for these mistakes.

07/08/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan.

Keep your financial goals on track for the rest of the year. Here is a month-by-month guide to help you stay focused.

07/01/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6187BD0n55

06/24/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals.

Net worth is one part of your financial picture. Here’s the average by age in the U.S. and some tips to improve your financial confidence.