Clearview Financial Partners: Northwestern Mutual
Nearby accountants
Sw Market Street, Portland
Meadows Road, Lake Oswego
Sw Market Street, Portland
Se Mcloughlin Boulevard, Portland
200 SW Market Street, Suite 1600, Portland
"Helping you get the most Life out of your Wealth!"
Our team of award winning advisors provide a wide range of services including: Business Risk Management, Financial Planning, Estate Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning, Long Term Care Planning, and Special Needs Planning.
Whether the economy slips into recession or sticks the soft landing, volatility is likely to stick around. Here’s Chief Investment Officer Brent Schutte’s take on how investors can respond.
Disappointing Jobs Data Suggests an Economy Nearing the Edge More signs emerged that the economy is nearing an inflection point. How should investors respond to the growing risks?
The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.
How to Build a Retirement Income Plan That Can Last As Long As You Live Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.
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.
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.
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.
We moved up!
We are so proud to share that, since the Portland Business Journal released this list in 2023, we have jumped from 34th to the 29th Largest Money Management Firm in Oregon & SW Washington. It continues to be our greatest honor to be trusted by our clients with their financial plans & vision for their future!
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.
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.
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.
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.
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?
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.
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.
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..
The latest inflation figures show that price pressures are easing; unfortunately, so is the economy. Chief Investment Officer Brent Schutte looks at why the Fed may feel handcuffed in making meaningful rate cuts even as the economy slows.
Inflation Reading Marks a Step in the Right Direction, but the Fed Likely Needs More Inflation appears to be heading in the right direction, but is it moving fast enough? We take a closer look for answers.
According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.
Do You Have a Good Financial Plan? Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.
Since the end of COVID, normally reliable indicators of the economy have seemingly missed the mark. Chief Investment Officer Brent Schutte looks at how the muddied picture may affect timing of rate cuts.
Latest Data Follows a Familiar Trend and Further Complicates the Fed’s Job Inconsistent and sometimes contradictory data is making the Fed’s job more difficult and may lead to rates staying higher for longer.
We get a lot of questions from folks who try to compare whole life insurance to other financial options. But it’s tough to make such a comparison because whole life insurance is truly unique. This piece does a great job explaining why.
How Whole Life Insurance Can Help You With Multiple Financial Goals There’s a lot more to whole life insurance than its death benefit.
Better than expected inflation data has investors once again expecting a soft landing. Chief Investment Officer Brent Schutte looks at why the path forward may not be as smooth as many think.
Markets Jump on Latest Inflation Readings The latest inflation data added fuel to an already surging market. In this week’s Market Commentary, we look at why investors may be wise to temper their enthusiasm.
Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.
Feel Better About Your Money—and Your Life Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.
Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.
How Americans Feel About AI and Their Money How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.
Your opinions about the strength of the job market may come down to which employment report you read. Chief Investment Officer Brent Schutte looks at the discrepancies between two leading reports and weighs in on how the disconnect in reports complicates the Fed’s decision on rates.
Conflicting Jobs Data Creates Challenges for the Fed Is the job market red hot or showing signs of cooling? Last week’s employment data suggests both. In this week’s Market Commentary, we look at why getting an accurate read on the employment picture may be a challenge for the Fed.
Learn more about this tool for securing your financial future—it’s not just for the rich.
What Is a Trust? A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.
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