Beyond Financial Advisors

Directions Website Contact the business

Beyond Financial Advisors John P. Roland, CLU®, CFP®, RICP® is a Northwestern Mutual Wealth Management Advisor, dedicated to providing expert financial strategies, service, and advice.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
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. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=073307

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
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. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=073307

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-mean-for-investors-as-growth-remains-strong-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=073307

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are sti...
09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-and-sticky-inflation-mean-for-investors/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=073307

We are excited to welcome Susan Lee to our team as an Investment Operations Associate!Sue brings more than 14 years of e...
09/11/2026

We are excited to welcome Susan Lee to our team as an Investment Operations Associate!

Sue brings more than 14 years of experience with Northwestern Mutual, along with a strong commitment to client service, operational excellence, and teamwork. Her knowledge and experience will be a tremendous asset to our clients and our team.

Outside of work, Sue enjoys spending time with her husband and daughter, being active in her church community, and exploring new restaurants and culinary experiences.

Please join us in welcoming Sue to the team. We are excited for all that lies ahead!

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. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=073307

Address

2015 Spring Road, Suite 100
Oak Brook, IL
60523

Website

Alerts

Be the first to know and let us send you an email when Beyond Financial Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Beyond Financial Advisors:

Shortcuts

Share

Category