Elizabeth Houser - Northwestern Mutual

09/03/2026

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, we're 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.

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/6181B1fvNN

08/31/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence. http://spr.ly/6183B1IvZ3

08/28/2026

What do horse racing and investing have in common? Probably more than you'd expect. Hear Associate Wealth Management Advisor Braden Esposito share a valuable lesson from the Saratoga Race Course and how it applies to building long-term financial success.

Ready to create a strategy built for the long run? Let's connect.

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6187B1sr1L

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/6184BELqxs

08/21/2026

There’s more to financial planning than numbers—it’s about people, relationships, and guidance you can trust. Today Joe shares a story that sticks with him. Having a plan isn't just about finances. It's about the people you love and the peace of mind that comes from knowing you've taken care of the things that matter most.

08/20/2026

We are so excited to be a visionary sponsor for the Women & Wealth event (to benefit the Shero Fund) next week at Universal Preservation Hall. Even more excited that our own team member Liana Bonavita will be speaking at the event, along with keynote speakers Cherie DeVaux and Erika Ayers Badan.

Hundreds of women will gather to this full-day event that redefines traditional financial literacy, sparking much needed dialogue about what it truly means for a woman to build a wealthy life.

The SHERO Fund was created around a simple belief: opportunity shouldn't depend on someone's ability to pay. Through scholarships, micro-grants, education, mentorships, and growth-focused programs, this organization helps women start businesses, navigate career transitions, re-enter the workforce after dedicating their time to childcare, and can otherwise get them access to the resources they need to move forward.

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.