Jorge Tomas Yannuzzi

05/30/2024

The latest economic data cast further doubt on the timing of potential rate cuts. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at why investors may be underestimating the chance of a bumpy road ahead for the economy.

Are investors overestimating the likelihood of a soft landing? We look at challenges that remain for the economy and Federal Reserve.

05/29/2024

You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

05/28/2024

Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.

Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

05/22/2024

Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6182dzVNY

05/21/2024

Higher interest rates appear to be taking a toll on the economy. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at whether the Fed can get inflation under control before the weak economy dips into a recession.

With higher rates clearly impacting the economy, is inflation falling fast enough to allow the Fed to avoid a recession?

05/20/2024

Independent research finds that investments alone will only take you so far. I can help you build a plan to make your money work harder.

Life insurance in a retirement plan? According to a recent analysis from professional services company EY, an integrated approach to long-term financial planning can produce a better outcome in retirement.

05/16/2024

Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

05/14/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at why faltering consumer sentiment could pose another challenge to the economy.

How does the latest tumble in consumer optimism fit into the economic picture? Get more in our Weekly Market Commentary.

05/13/2024

Northwestern Mutual’s latest survey shows that a remarkable 95% of parents who are saving for college expect to cover more than half of the cost for their children. If this is one of your top goals, I can help you find the savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.

05/08/2024

Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.

*Planning and Progress Study, 2024.

05/07/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent conflicting wage data highlights another wrinkle for the Fed to contend with.

Look for more volatility in inflation as we move later into the business cycle. Get more in our Weekly Market Commentary.

05/06/2024

Reach out if you’re looking for help creating a debt-reduction strategy.

Most credit card issuers want to keep you as a customer, so it’s worth asking them for more favorable terms. These tips can help you get started.