Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.
关于我们
Plancentric was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable retirement distribution strategy. At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients. Our team understands that everyone's situation and goals are unique, and it is our responsibility as your guide to listen, educate, and create a thoughtful and customized financial plan to help you realize those goals. We're confident we will positively impact our clients, their families, their businesses and their communities.
- 网站
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https://plancentricfinancial.com/
Plancentric Financial Group 的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Charlotte,North Carolina
- 类型
- 自有
- 创立
- 2018
地点
Plancentric Financial Group 员工
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Mary R. Holdorf, SPHR, ChFC
Chief Operating Officer/Plancentric Financial Group - Northwestern Mutual
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Ryan Saunders
2024 Forbes-Ranked Best in State Wealth Advisor, Best In State Top Financial Security Professional | Private Wealth Advisor & Founder of Plancentric…
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Jason Martin
Partner and Wealth Management Advisor | Plancentric Financial Group - Northwestern Mutual
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Michelle Coleman, CFP?
Private Wealth Advisor | Plancentric Financial Group CFP?
动态
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We want to shout out Sherry Boughman for her hard work in gathering donations for people in need after the devastation of hurricane Helene. She and her family dropped much-needed supplies with the community of Spruce Pine. Thanks Sherry!
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Plancentric Financial Group was recently profiled in local editions of Fortune, Bloomberg Businessweek and Entrepreneur magazines. Check out this great piece on our firm here: https://lnkd.in/eMCqD3C9
www.plancentricfinancial.com
plancentricfinancial.com
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You may want to keep your politics and money separate. Here’s why.
What Impact Could the Next President Have on the Economy and Markets?
northwesternmutual.com
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Get to know Sydni Jacobs! Sydni joined our firm in 2022. As an Associate Financial Representative, Sydni enjoys helping clients achieve their financial goals and having a plan that supports their needs. Sydni graduated from University of North Carolina at Charlotte in 2023 with a degree in finance. She loves the beauty of the state of North Carolina and how accessible Charlotte is to the beach and mountains-making vacations and weekend getaways super convenient. One thing Sydni is most proud of in her life is the people she chose to surround her both personally and professionally. Intentionally building relationships with people that support her and allow her to express herself freely is one of her most valued accomplishments. Sydni’s perfect day off is sleeping in, going to the park and/or gym, and visiting her favorite coffee shops. She also enjoys going to the farmers market to stock up on fresh produce-if she wakes up early enough! Her dream vacation is the visit the Swiss Alps and to visit Lake Geneva during the Morges Tulip festival. Outside of work, Sydni enjoys figure drawing with her friends and going to local art galleries and markets.
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Strong jobs numbers last week gave investors something to cheer about. Chief Investment Officer Brent Schutte discusses how the reported surge in new hires might affect the Fed’s thinking on future rate cuts.
A Surprisingly Strong Jobs Report May Complicate the Fed’s Plan on Rates
northwesternmutual.com
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Iron sharpens iron. Ryan enjoyed hosting a group of top Northwestern Mutual advisors at the beach where they could share some ideas, fellowship, and little golf. We enjoyed having David Hilton Jr., one of Northwestern Mutual’s all-time leading advisors, spend time with our group.
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Get to know Jason Martin! Partner and Wealth Management Advisor Jason Martin joined our firm in 2021, bringing with him 13 years of Northwestern Mutual experience. Jason graduated from University of North Carolina at Greensboro with a degree in Travel Tourism and Commercial Recreation with a minor in business-he always thought he would end up as a Director of Golf at a country club! Jason enjoys the camaraderie and teamwork within our firm and says it reminds him of all the teams he was a part of with his background in sports. As an advisor, he appreciates how every client is different with unique needs and financial goals which keeps each day new and exciting. Jason dedicated the first 30 years of his life to golf. He says one of his biggest personal accomplishments was winning the 1998 North Carolina Amateur Championship when he was 20 years old and his dream vacation is a golf trip to Scotland. Jason has pulled for the Washington Commanders since he was five years old and has high hopes that maybe one day they’ll be good again. He also has enjoyed rekindling his childhood sports card collecting hobby, now sharing it with his two boys Carter and Tucker. Any pilots out there? Jason has always had an interest in jets and flying and thinks it would be neat to pursue his pilot’s license one day!
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Recent easing inflation data gave a boost to the soft-landing narrative. But will the Fed be able to stem the tide of a slowing job market? Chief Investment Officer Brent Schutte offers his take.
Focus Shifts to the Labor Market as Inflation Slows
northwesternmutual.com