William Lee - Northwestern Mutual

William Lee - Northwestern Mutual William Lee is a Financial Advisor for Northwestern Mutual.

09/09/2026

Helping people succeed during times of uncertainty is what I do best. All it takes is a deep breath and the right financial plan.

I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the w...
09/07/2026

I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide.

When markets rise quickly, it can be tempting to chase the stocks that are already leading. But momentum can shift, and ...
09/04/2026

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.

The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/03/2026

The blueprint is simple, just follow the steps and get the financial confidence you deserve.

09/03/2026

Today, it’s swings in the backyard. Tomorrow, it could be college, a first apartment or another big step forward. A financial plan can help you prepare for what’s next. Let’s build one together.

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s hig...
09/02/2026

After years of low yields, bonds may once again offer meaningful income potential. This article explains why today’s higher rate environment could make fixed income worth another look for investors.

Higher yields have changed the bond market. Here’s what investors should know.

09/01/2026

Creating a financial plan starts with thinking about where you want to go. I will ask you questions to deeply understand your situation and help you build a plan with solutions to help you get to where you want to go.

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/6189B1fvst

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/31/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.

See how much youth sports and activities really cost and how to budget for them.

08/30/2026

We sat down with Alfonso Ribeiro to talk keeping the balance between work, life, and everything else in an uncertain world. He had so many great tips to share, not to mention a fool-proof philosophy. Reach out to me to watch the full interview.

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