Freund & Smith Advisors - Northwestern Mutual

06/09/2026

Do you know a recent college grad?
Now’s the time to build smart financial habits that last.
Check out the latest article on our website that helps provide a guide to gaining financial confidence after college: https://fsadvisors.nm.com/current-thoughts?utm_source=facebook&utm_content=_&agentid=058804

06/02/2026

Last week, our team rolled up our sleeves at the Northern Illinois Food Bank in Lake Forest.
We packed potatoes that will help provide meals for 6,250 people across Northern Illinois—an amazing reminder of the impact we can make together.

Northern Illinois Food Bank serves 13 counties and provides an incredible 250,000 meals every day as part of the Feeding America network. We’re grateful to play a small role in supporting such an important mission and helping neighbors in need.

05/26/2026

Even in uncertain times, the right financial plan can help you get back to feeling prosperous.

Last week, Northwestern Mutual launched their inaugural Personal Prosperity Index which found that, regardless of wealth status, people who worked with a financial advisor felt significantly higher levels of prosperity compared to those without an advisor. Read more:

Financial planning is highlighted with advisors showing clear benefit to client sentiment.

05/19/2026

Long-term care can have a bigger impact on women’s finances and retirement than many realize. Women often live longer, are more likely to serve as unpaid caregivers, and can face gaps in coverage from Medicare or traditional insurance — all of which can put retirement savings at risk.

Our new article, “Long Term Care Considerations for Women,” walks through why planning matters and how to protect your independence, choices, and assets. The women on our team encourage you to read the full piece on our website here: https://fsadvisors.nm.com/current-thoughts?utm_source=facebook&utm_content=_&agentid=058804

05/12/2026

We enjoyed attending the Josselyn Spring Luncheon last week! Freund & Smith Advisors was honored to sponsor the event again this year and support Josselyn’s work expanding access to mental health care for children, teens, and families in our community. With May being Mental Health Awareness Month, it’s especially meaningful to come together and support programs that make a real difference.

Thank you to Josselyn and everyone who helped make the event possible — and to all who showed up to support this important cause.

05/05/2026

Did you know 85% of U.S. companies with more than $100 million in revenue are privately held, and firms are staying private longer than ever? For accredited investors, we offer alternative investments beyond traditional stocks and bonds including private real estate, private debt, private equity, hedge funds, and more. Read our latest article here: https://fsadvisors.nm.com/current-thoughts?utm_source=facebook&utm_content=_&agentid=058804 to learn more on why it's important to include these investments in a diversified portfolio.

05/01/2026

After 37 years with the company, Alex has built a career full of deep knowledge, invaluable experience and lasting client relationships.

We’re lucky to have a partner who’s been there, done that- and always ready to share what he’s learned. Congrats on 37 years, Alex!

04/22/2026

Happy Earth Day 🌍🌱

Today, we’re celebrating the simple moments that remind us why caring for our planet matters – fresh air, open spaces, and time spent outdoors with the people who matter most. From fly-fishing and hiking trails to boats and backyard adventures, our team and their families are enjoying the beauty of nature and making memories along the way.

04/14/2026

If you’ve visited our Northbrook office, you’ve probably met Gigi – our unofficial ‘Director of First Impressions’ – who loves to come to work with Kyle. She loves greeting everyone who stops by, but even the best greeters need a break. Here she is, recharging in her office bed before her next official welcome.

If you haven’t met her yet, please stop in sometime – she’d love to say hello!

04/03/2026

Happy birthday to our Operations Associate, Marcus! Thank you for being an incredible teammate and for everything you do for Freund & Smith Advisors. We appreciate you more than you know!