Historic Wealth Management - Northwestern Mutual

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/6186B1fvgY

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

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/6181B1sRl1

08/21/2026

Football season is almost here!

The best teams don’t just show up on game day, they have a plan for the entire season.

Your financial future is no different. At Historic Wealth Management, we believe in having a strategy, staying disciplined, and planning for the long game.

Build the plan. Protect the future. Play the long game.

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.

08/19/2026

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

08/13/2026

Trying to check off your bucket list? Let’s create a plan that helps you reach your short and long-term goals so you will have the peace of mind to book your dream trip. Let’s chat and prepare for what’s next.

08/11/2026

When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.

08/11/2026

Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. http://spr.ly/6189B1KOCL

08/10/2026

🎓 Back-to-school season is here!

As students head back to campus, it’s a great reminder that financial habits start early. Budgeting, saving, and learning to manage money today can make a big difference down the road.

At Historic Wealth Management, we’re here to help families plan for every stage of life.

Wishing everyone a great school year!