Jon Walls

07/25/2024

Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

07/24/2024

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

07/23/2024

Investors move away from big tech as speculation about a potential rate cut grows. Find out why in this week’s Market Commentary.

As the economy shows signs of slowing, investors move from big tech to other sectors. We explore whether a rate cut this fall could prevent a recession.

07/18/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

07/17/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

07/16/2024

Investors cheered more soft inflation data out last week. Chief Investment Officer Brent Schutte looks at why investors should focus on what’s driving the easing price pressures before popping the champagne.

Soft inflation data gave investors reason to cheer. But are the markets overestimating the Fed’s willingness to cut rates?

07/15/2024

Market performance for the second quarter may not be as strong as it appears. Here’s a timely analysis from our chief investment officer about the outsized impact a small number of businesses had on returns and where compelling opportunities still exist in a slowing economy.

In Northwestern Mutual’s Quarterly Market Commentary, we look at how some investors may be ignoring signs of a slowing economy.

07/12/2024

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

07/10/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024

07/09/2024

Last week brought more signs of a slowing economy and a slowdown in the pace of wage growth. Chief Investment Officer Brent Schutte looks at how that may play into the Fed’s decision-making and what it means for the economy.

Investors are again betting on a rate cut in the fall. We take a closer look at whether that would be enough to avoid a recession..

07/03/2024

Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. http://spr.ly/61885QIck

07/02/2024

The latest inflation figures show that price pressures are easing; unfortunately, so is the economy. Chief Investment Officer Brent Schutte looks at why the Fed may feel handcuffed in making meaningful rate cuts even as the economy slows.

Inflation appears to be heading in the right direction, but is it moving fast enough? We take a closer look for answers.