Jay C Burgman - Northwestern Mutual

Jay C Burgman - Northwestern Mutual

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The PRUWise Millennial
The PRUWise Millennial

Jay C Burgman, CFP®, AEP® is a Northwestern Mutual Wealth Management Advisor who helps individuals

29/08/2024

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

28/08/2024

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. http://spr.ly/6183cVH7d

Some Investors Expect Rate Cuts Will Save the Day, but Will the Economy Follow the Script? 27/08/2024

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? Will the Fed’s rate cuts be enough to save the day? Or is the economy following a different script?

Here’s Why I Bought Life Insurance on My Children, and You Should Too 26/08/2024

There are three key reasons to do it sooner rather than later—and you may be surprised by how affordable it can be.

Here’s Why I Bought Life Insurance on My Children, and You Should Too Learn why life insurance for kids can be a smart financial move for more than the death benefit. Here's how life insurance for children can build security and cash value.

Why Not Too Hot nor Too Cold May Not Be Just Right 20/08/2024

Markets surged last week on encouraging economic headlines. Chief Investment Officer Brent Schutte digs into the details to see whether the good times can continue.

Why Not Too Hot nor Too Cold May Not Be Just Right Economic headlines last week offered an incomplete story of the economy. We sift through the details for a clearer picture.

19/08/2024

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

Ways to Leave a Financial Legacy 19/08/2024

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

Ways to Leave a Financial Legacy You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.

14/08/2024

No matter your filing status—from single to married filing jointly—your income tax rate will likely be going up. And while there’s still time to prepare, the clock is ticking. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

Markets Bounce Back, but Risks Remain 13/08/2024

Recent economic data shows why a soft landing may be difficult for the Fed to achieve. Chief Investment Officer Brent Schutte weighs in with his take on what investors should consider as they prepare for more bumps ahead.

Markets Bounce Back, but Risks Remain Last week’s market volatility may be just the beginning. We look at how investors can brace for more turbulence ahead.

6 Things That Should Be Part of Your Financial Plan 13/08/2024

Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.

6 Things That Should Be Part of Your Financial Plan Did you know 87 percent of Americans say they have financial blind spots? Here are six.

12/08/2024

1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future.
*Planning and Progress Study, 2024.

Fed Signals Rate Cuts Are Coming—Now Comes the Hard Part 06/08/2024

Will a September rate cut be enough to prevent the economy from tipping into recession? Our Chief Investment Officer Brent Schutte offers his take.

Fed Signals Rate Cuts Are Coming—Now Comes the Hard Part News of a likely rate cut in September was overshadowed by weak economic data. We look at why investors’ concerns are warranted.

05/08/2024

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

6 Tips to Help You Save on Back-to-School Shopping 05/08/2024

Try these ideas to help you avoid overspending.

6 Tips to Help You Save on Back-to-School Shopping  Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.

Markets End Volatile Week on High Note Amid Mixed Signals 30/07/2024

Conflicting data gives some investors hope the Fed can achieve a soft landing. Get Chief Investment Officer Brent Schutte’s take as he explores the latest stock market trends, inflation data and Fed strategies in this week’s Market Commentary.

Markets End Volatile Week on High Note Amid Mixed Signals In this week’s Market Commentary, Chief Investment Officer Brent Schutte explores the latest stock market trends, inflation data and Fed strategies.

29/07/2024

It’s simple: significant tax changes are coming soon. So, whether you want to take advantage of the current lower taxes or protect yourself from future higher taxes, you’ll want to prepare now. Reach out soon and I’ll help you make the most of this opportunity.

25/07/2024

Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

What Is the Cash Value of Permanent Life Insurance? 24/07/2024

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

What Is the Cash Value of Permanent Life Insurance? Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

Shifting Sands: Investors Move From Big Tech Amid Rate Cut Speculation 23/07/2024

Investors move away from big tech as speculation about a potential rate cut grows. Find out why in this week’s Market Commentary.

Shifting Sands: Investors Move From Big Tech Amid Rate Cut Speculation As the economy shows signs of slowing, investors move from big tech to other sectors. We explore whether a rate cut this fall could prevent a recession.

18/07/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

Your Midyear Financial Checkup 17/07/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

More Progress on the Inflation Front Has Investors Cheering 16/07/2024

Investors cheered more soft inflation data out last week. Chief Investment Officer Brent Schutte looks at why investors should focus on what’s driving the easing price pressures before popping the champagne.

More Progress on the Inflation Front Has Investors Cheering Soft inflation data gave investors reason to cheer. But are the markets overestimating the Fed’s willingness to cut rates?

Do the Markets Reflect a Widespread Suspension of Disbelief? 15/07/2024

Market performance for the second quarter may not be as strong as it appears. Here’s a timely analysis from our chief investment officer about the outsized impact a small number of businesses had on returns and where compelling opportunities still exist in a slowing economy.

Do the Markets Reflect a Widespread Suspension of Disbelief? In Northwestern Mutual’s Quarterly Market Commentary, we look at how some investors may be ignoring signs of a slowing economy.

Is a 401(k) a Retirement Plan? 12/07/2024

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

Is a 401(k) a Retirement Plan? A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

11/07/2024

Big tax changes are on the way. And while there’s still time to prepare, it’s important that you act soon. Reach out today and let’s work together so you make the most of this opportunity.

10/07/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024

Would a September Rate Cut Be Enough for the Economy? 09/07/2024

Last week brought more signs of a slowing economy and a slowdown in the pace of wage growth. Chief Investment Officer Brent Schutte looks at how that may play into the Fed’s decision-making and what it means for the economy.

Would a September Rate Cut Be Enough for the Economy? Investors are again betting on a rate cut in the fall. We take a closer look at whether that would be enough to avoid a recession..

Photos from Jay C Burgman - Northwestern Mutual's post 03/07/2024

Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. http://spr.ly/61865QaLr

Videos (show all)

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of li...
By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan includ...
1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can d...
When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questio...
Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, h...
When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partne...
On the Horizon
You work hard, let me help your retirement savings work even harder.*Planning and Progress Study, 2024
I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money...
Vision Board
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning the...
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so ...

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