Appian Wealth - Northwestern Mutual

09/03/2026

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.

09/01/2026

Great financial planning starts with great financial advisors. Northwestern Mutual’s strong advisor network and top-tier broker-dealer ranking reflect our people-first, comprehensive approach to guiding clients toward their goals.

Read more about the newest ranking from Financial Planning Magazine: https://news.northwesternmutual.com/2026-08-18-Northwestern-Mutual-Named-Among-Nations-Top-Independent-Broker-Dealers-by-Financial-Planning-Magazine?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=0C3446

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6186B1xnEw

08/28/2026

With the Powerball jackpot in the news, Josh joined 5 DC to discuss the financial decisions that come with a major lottery win — from understanding your options and navigating taxes to taking the time to build a thoughtful plan before making any big moves.

While the jackpot may be over, the conversation applies to any unexpected financial windfall. Whether it’s an inheritance, bonus, IPO, or other influx of money, taking a step back and considering how it fits into your broader financial goals can help turn a financial opportunity into lasting impact.

Watch the full segment here: https://www.fox5dc.com/video/fmc-sfkc6bbq1hexemeu.

Josh Dorfman, wealth management advisor, Northwestern Mutual’s Appian Wealth joins Fox 5 DC.

08/27/2026

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.

08/25/2026

Great leadership we're proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’s 2026 Best CEOs list. It’s a reflection of the people and culture that makes us who we are. Congratulations, Tim. Well-deserved.

08/24/2026

Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.

08/24/2026

📚Meet the future leaders, innovators, and difference-makers! We're proud to celebrate our team's kids as they head back to school!

Here's to a year of learning, growing, and achieving great things🍎✏️

08/24/2026

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. http://spr.ly/6188BELq96

08/20/2026

Choosing a trustee is one of the most important decisions in your estate plan. It deserves as much thought as the trust terms themselves. Here's what to consider before you decide—and if you'd like to talk through your options, I'm here to help.

You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.