Equities rode a wave of investor optimism to close out August on a high note. Here’s Chief Investment Officer Brent Schutte’s look at what risks the Fed believes still exist and how investors can manage them.
LiveWell Capital - Northwestern Mutual
Investment Management
Cincinnati, OH 1,079 followers
Today - Tomorrow - Beyond
About us
LiveWell Capital is a multi-generational & cross-functional wealth management firm. Our planning helps clients live well - today, tomorrow & beyond; ensuring the work & effort you put in continues for years to come. Our cross-functional team specializes in wealth management, executive compensation, business planning & risk management. -Awarded Forbes Best-in-State Wealth Advisors - Ben Beshear - 2023 -Awarded Forbes #4 Top Financial Security Professional - Andy Scarpitti - 2022 -Awarded Forbes #6 Top Financial Security Professional - Tek Wiegert - 2022 -Awarded Forbes Best-in-State Wealth Advisors - David Schimberg - 2022 -Awarded Forbes Top Financial Security Professionals - Ben Beshear - 2021 -Recognized as Greater Cincinnati's Best Places to Work 2022 & 2021! Northwestern Mutual (Nm) And Its Advisors Do Not Pay for Placement On 3rd Party Rating or Ranking Lists. Nm And Its Advisors Do, However, Pay Marketing Fees to These Organizations to Promote the Rating or Ranking(S). Rankings And Recognitions Are No Guarantee of Future Investment Success. Forbes "Best-In-State Wealth Advisors" List (April 2022), Research and Ranking Provided by Shook Research, LLC. Based Upon Data as of 6/30/2021. Forbes Top Financial Security Professionals List (July 2022). Research And Ranking Provided by Shook Research. Based Upon Data as of 12/31/2021. Forbes Top Financial Security Professionals List (October 2021). Research And Ranking Provided by Shook Research. Based Upon 2020 Data.
- Website
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https://www.livewellcapital.com/
External link for LiveWell Capital - Northwestern Mutual
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, OH
- Type
- Partnership
- Founded
- 2020
Locations
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Primary
Get directions
3805 Edwards road
Suite 200
Cincinnati, OH 45209, US
Employees at LiveWell Capital - Northwestern Mutual
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Brad Weeks, CFP®, CLU, ChFC, CASL
Wealth Management Advisor/Co-Founder & Principal at LiveWell Capital - Northwestern Mutual
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Tim Miller
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John Brannon, PhD, CTP, CFP®
Portfolio Manager at LiveWell Capital - Northwestern Mutual
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Tek R. Wiegert, CFP®
Lead Partner & Private Wealth Advisor at LiveWell Capital
Updates
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Keeps your financial plan on track and finish out the year strong! This involves: 1. Set Clear Goals: Define and work towards specific financial objectives. 2. Evaluate Investments: Review and adjust your portfolio as needed. 3. Consult Professionals: Get advice from financial advisors to refine your strategy. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment
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Happy Labor Day! Today, we celebrate the hard work and dedication of workers everywhere. Take a moment to relax, enjoy, and appreciate the contributions that build our communities and drive progress. #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment
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You don't need to be an accountant to run a business, but you should be familiar with key financial reports and how to interpret them. By understanding your company's financial performance, you can set realistic goals and make informed decisions about resource allocation. Feel free to reach out to us and anyone from our team is more than happy to help you! #wealthmanagement #retirementplanning #lifeinsurance #investment #financialplanning #financialadvisor
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Establishing financial milestones is crucial for attaining stability and independence. Through defining personal financial objectives, crafting strategies for attainment, and monitoring advancement, you pave a path toward financial prosperity. If you have questions about investing, budgeting, retirement planning, or anything related to finance, feel free to reach out to us by email at [email protected] #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment
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Equities climbed last week thanks to more confirmation that the Fed is ready to cut rates. Chief Investment Officer Brent Schutte looks at why the Fed may be limited in how far it can go to stem an economic slowdown.
Some Investors Expect Rate Cuts Will Save the Day, but Will the Economy Follow the Script?
northwesternmutual.com
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As 2024 rolls on, how are your finances holding up? Here are 5 tips that could help you be proactive and keep your financial goals on track. 1. Review Your Budget: Analyze your spending habits and adjust as needed to stay on track. 2. Evaluate Your Savings: Ensure you meet your savings goals or adjust contributions accordingly. 3. Assess Debt Repayment: Check your progress and consider extra payments or refinancing for better rates. 4. Check Your Credit Report: Regularly monitor your credit report for accuracy and potential fraud. 5. Update Your Financial Goals: Reassess and adjust your goals to reflect any changes in your life. #financialadvisor #lifeinsurance #wealthmanagement #financialplanning #retirementplanning #investment
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