Skip to main content

Our Perspective

Hourglass with blue sand in front of a calendar

What I’ve learned about Time and Timing during my 26 years as a Financial Advisor

Clients often ask, “Is now a good time to invest?” Seems straightforward enough, but I suspect what they’re really asking is, “If I invest now, will I have lost money when I need to spend it?” Their concern is about investing 'now' versus at some point that *might* be better in the future. Read more to hear our philosophy when it comes to the right time to invest.

New Year 2024 with new ambitions, challenge, plans, goals and visions.Sports girl who wants to start the year 2024. Concept of new professional achievements in the new year and success

Strengthen Your Financial Core in 2024

Great expectations tend to come with the start of a new year. You have seen plenty of headlines about setting goals and tracking habits. The next 12 months are in front of you. You might look at the new calendar with great optimism, great anxiety, or maybe a bit of both. Click here to read more.

Woman hands praying for blessing from god on sunset background

Embracing the Magic in the Work We Avoid

In the journey of personal growth, professional success, and financial stability, we often find ourselves yearning for a touch of magic to transform our lives. However, the quote "The magic you were looking for is in the work you were avoiding" holds a powerful truth that can reshape our perspective. Click here to read the rest of this article by Matt Ward.

Animated person on ladder taking a piece of a pie graph

A Pie Chart is Not a Plan

With 35 plus years of experience at Northwestern Mutual, Kevin Willoughby has had many client interactions that are memorable but one in particular will always stand out - a conversation with a client that had shown Kevin a recent investment statement that included a pie chart. She pointed to the chart and said, "I am all taken care of, it’s right here". That is when Kevin realized what was happening - she was interpreting a pie chart as a plan. Read Kevin's full story here.

Financial Planning Questions

6 Financial Planning Questions We Wish Our Clients Would Ask

With well over 50+ years of financial experience on our team, we’ve had thousands of client conversations and answered just as many questions. Click here to read 6 questions that we wish our clients would ask to help them make the best financial decisions possible.

Father teaching his son about money

How to Teach Your Children About Money

As adults we know the importance of proper money management. Teaching your children about money can help set them up for financial success in their own lives. In this post, we asked our partners for actionable ideas and tips for teaching children of all ages about finances.

Social security cards in front of US dollar bills

Understanding Social Security

One of the most often asked questions from clients nearing retirement is, “When should I file for Social Security retirement benefit?” Read this article for a good overview of Social Security retirement benefits and ideas for claiming strategies.