Northwestern Mutual - Andrew Wallover

02/09/2023

If you’ve got old retirement accounts, we’d love to work with you to determine whether an IRA rollover is right for you.

Rolling over an IRA allows you to move funds from one account to another while retaining these accounts’ tax advantages. Learn more about IRA rollovers.

01/19/2023

Improving inflation data sent the markets higher; however, risks remain. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why the Fed may need to revise its thinking on employment and inflation.

With inflation continuing to drop, the Fed faces a decision on what it views as a normal, healthy economy. See our view in this week’s Northwestern Mutual Market Commentary.

01/11/2023

We’re here to help if you have questions about adapting your retirement strategy.

Easing into retirement could be beneficial for both your mindset and your finances. Here’s how to know if a phased retirement is right for you.

01/09/2023

Please reach out if you have questions about how this legislation could impact your financial plan.

The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.

12/06/2022

Investors shrugged off a strong jobs report thanks to a softer tone from the Federal Reserve and continued signs that inflation is receding. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s look at the impact slowing demand could have on the economy and inflation going forward.

Investors shrugged off a strong jobs report and sent the major indices higher for the week. Read more in this week’s Northwestern Mutual Market Commentary.

10/27/2022

Some people think talking about finances is scary. That’s why I make sure our first conversation is comfortable, and not at all spine-chilling. We’ll talk about the life you want to be living, and the right financial plan to get you there. Reach out to get started.

10/27/2022

Northwestern Mutual announced another record-breaking dividend payout of $6.8B. I’m proud to be part of a company that lets us share our success with our clients while maintaining financial strength so we can be there for them when they need us most. http://bit.ly/3Fkbkm3

10/07/2022

Legacy planning is hard work. Here’s advice from Keith Whitaker, president at Wise Counsel Research Associates, on making your plan a success. Let’s plan for your legacy, together.

Done well, legacy planning helps increase the chances that your financial wealth is leveraged in a way that both honors your values and wishes and positions rising generation family members for success. The secret is planning with your heirs, not just for them.

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.

09/06/2022

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.

08/22/2022

Our Chief Investment Officer, Brent Schutte, joined Bloomberg Surveillance last week. Tune in to his conversation at the 1:32:58 mark: bloom.bg/3dHiWTW

Disclosure: https://bit.ly/3T3cmXR

Tom Keene, Jonathan Ferro and Lisa Abramowicz have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets. This show is simulcast worldwide on Bloomberg Television....

08/15/2022

Data is solidifying around an improving picture on inflation. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s weekly take on the latest data.

Wall Street rallies as CPI and the University of Michigan’s consumer sentiment survey show signs of inflation subsiding