Dalton Jose - Northwestern Mutual

09/21/2022

The latest news about student loans will impact many borrowers. Here’s what to know and tips for how to ease yourself back into payments.

09/20/2022

Those things you love to do, we can make a plan so you can do more of them, more often.

That’s because we base your personalized financial plan on your life and priorities, so no two plans are alike.

Want to see how we can help you, and your family, plan for all the things you live for? Let’s connect!

09/19/2022

92% of people surveyed recognize that financial planning can help them move ahead with new life goals. If you’re ready to stop putting off your dreams, let’s talk about the next steps!

The 2022 Northwestern Mutual Great Realization survey shows how financial planning is helping people move ahead with big plans.

08/05/2022

Everyone can benefit from some level of financial planning, regardless of how much money they have or their age. If you’re ready, reach out to get started!

You’re never too young to start dreaming about your future. So it’s never too early to create a financial plan that can help you fulfill your goals.

03/17/2022

Today the Fed announced a .25 percent hike in its key interest rate, kicking off what is likely to be a number of rate hikes through the year. But don’t worry just yet. See our analysis on how markets performed through past rate hike cycles: bit.ly/3u6OLtw

03/16/2022

Here's news I'm thrilled to share! Northwestern Mutual has taken the #1 spot in several major categories in the 2022 US News & World Report. It's a big honor, and it makes me even prouder to work for a company that's consistently recognized for its superior product value and personalized financial planning approach that meets your goals.

*Northwestern Mutual was ranked #1 alongside another insurance company

03/15/2022

I’m proud to work for a company that helps fund companies founded by women!

This , we want to pay tribute to the female recipients of much-needed capital for their startups. Here’s to Carol Vance, Tanya Van Court, Ksenia Yudina, Tamar Blue, and Erin Levine. Find out more about this fund for female entrepreneurs at bit.ly/3MIDzvF.

03/08/2022

Markets may be volatile as the Fed raises its key rate, but rate hikes aren’t necessarily a precursor to market underperformance.

The Federal Reserve has made it clear interest rates will rise in 2022, and investor concerns may rise. Here’s how markets have responded in recent rate hike cycles.

02/07/2022

It is an honor to once again be recognized as one of the world’s most admired companies in our industry!

Northwestern Mutual, a leading financial security company, announced today that it has been named one of the World's Most Admired Companies according to FORTUNE magazine's annual survey for the...

01/31/2022

The more transparent you are, the more your advisor can help you make progress on your goals and see the big picture!

Having the right information with you when you meet your financial advisor can help everyone see the big picture.

01/18/2022

These watchouts can help you mitigate the effects to your budget.

Rising prices aren’t the only ways inflation hits your wallet. Here are 3 ways you might be paying more without realizing it.