Intention Wealth Management

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.

Investors’ Confidence Sends Markets Higher Stocks closed higher thanks to a resurgence of investors’ confidence. But does the economic data warrant current valuations?

Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

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*Good Vibe Friday*

As we approach the last weekend of Summer, we say hello to new beginnings and hold onto our memories.

Also, you may be thinking about plans for next Summer already!

Whatever it is, our team at Intention Wealth Management is here. It may be time to review your plan with our team so that next summer can be full of a ton more memories while you spend your life living! Click the link in our bio to schedule a meeting to make sure your plans are all up to date.

We look forward to hearing about your summer!

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?

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.

*Good Vibe Friday*

As we approach the next season (sorry for the bad news! 🤗😜) it may be time to review your goals or "Your Why". Like the seasons, our goals can change.

Has Your Why changed lately? It may be time to schedule a chat with our team! Click the link in our bio to schedule a meeting to make sure your goals are all met with intention. We look forward to hearing from you!

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.

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.

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.

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.

*Good Vibe Friday*

This Friday, we keep better Summer weather (and sunsets) in the forefront of our minds. 😎☀️🌞

As Miroslav Lajcak once said, "We cannot prevent hurricanes, earthquakes, floods, or volcanic eruptions. But we can ensure that both people and communities are better prepared and more resilient".

With intentional planning, you can be better prepared for life's unsettling thunder even though you can't prevent the storm.

Do you or someone in your life have a storm they need to weather? Click the link in our bio to schedule a meeting and remember, in order to see sunshine, you must weather the storm.

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.

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.

*Good Vibe Friday*

This week, we congratulate our clients Lizet and Cameron as they welcome their new baby boy, Harris with big sisters Naomi and Layla.

Our team at Intention Wealth Management wishes nothing but health and happiness for this growing family!!

And we want to hear from you! Feel free to share your Friday good vibes with us!

We're just a phone call or message away to help your growing family plan with intention.

😎

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.

*Good Vibe Friday*

This week, Scott took his yearly trip to Milwaukee, Wisconsin, home of Northwestern Mutual. Northwestern Mutual reps from all over the country meet here for an annual multi day event. The event is a mix of business, networking, learning, and fun!

Scott loves learning from his peers and the positivity that comes from the annual meeting including the speech from this year’s keynote speaker, Jesse Itzler. He is eager to share all he learned with the Intention Wealth Management team!

We want to hear from you! Feel free to message or call us at any time!

You are when you and have a

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.

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.