Joseph Davidson - Northwestern Mutual

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Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cut...
12/10/2024

Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.

Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.

Your health insurance can impact your financial plan as a whole. I’ll show you how.
12/10/2024

Your health insurance can impact your financial plan as a whole. I’ll show you how.

It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.

If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.
12/02/2024

If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.

Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performa...
11/26/2024

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Market performance is becoming more balanced. Can economic growth follow the same path?

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match wh...
11/25/2024

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates coul...
11/20/2024

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.

Eventually the economy will regain its balance. But what role do interest rates play in whether that return is smooth or bumpy?

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ah...
11/18/2024

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determi...
11/12/2024

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.

Investors view the election result as a green light for the economy. But is it too early to jump to conclusions?

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.
11/12/2024

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.

If your goals include sending your kids to college, take steps to find out if your child is eligible—even if you think you earn too much.

Reach out if you have questions about your financial plan being on track as we close out the year.
11/04/2024

Reach out if you have questions about your financial plan being on track as we close out the year.

From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be...
10/29/2024

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.

An uneven economy and uncertainty about how rate cuts will play out may complicate the Fed’s efforts to keep the economy growing. Read more.

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy th...
10/22/2024

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy that may not be as resilient as it seems.

Retail sales numbers point to strong consumer demand, but do the headline numbers tell the full story? Read more.

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800 Yard Street Ste 300
Grandview Heights, OH
43212

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