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Feel confident & prepared for what is next on the horizon by partnering with Lakeshore Wealth

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6189BH1kkh

10/30/2026

The villains have officially taken over Lakeshore Wealth!

Cruella and her dalmatians teamed up with Captain Hook for a little Disney Day fun. Wishing everyone a safe and happy Halloween weekend!🎃

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/6181BH95Zd

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6185BGLZCd

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6187BGstF5

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/6184BHrX9m

10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6188BGU7tY

10/16/2026

Happy Boss's Day, Jonathan! Thank you for the leadership, vision, and unwavering support you bring to Lakeshore Wealth every day. We are truly grateful to be part of your team and the culture you've helped build.

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/6183BH84bN

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/6189BH8cKx

Address

127 W Broad Street Ste 600
Lake Charles, LA
70601

Website

http://jonathanconrad.nm.com/

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