Turning Point Financial

Turning Point Financial

Share

Turning Point Financial is a goals-based, planning driven financial services team.

06/16/2026

Most families can’t cover the full cost of eldercare on their own, especially if they’re also raising kids. But the goal isn’t to do it alone. If you’re trying to figure out how to hold it all together—or make a plan to help you navigate this more smoothly in the future—that’s exactly what I help people do. Let’s connect.

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6184BDGkHG

06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6184B8L3y2

06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6184B8iYps

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6188B8VDRI

05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. http://spr.ly/6189BB4eYV

05/18/2026

One question that changes everything: What do I actually need from my career? 🤔 Author Simone Stolzoff makes the case that until you can answer that, every money decision feels harder than it has to be. Once you know what “enough” means to you, budgeting actually starts to feel freeing. That’s the kind of clarity a solid financial plan can help you find. When you’re ready to start building yours, let’s talk.

05/12/2026

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor market, and growing optimism surrounding artificial intelligence. Beneath the surface, however, the U.S. economy has only grown more divided. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest market news and economic data. http://spr.ly/6184BBsJWe

05/05/2026

The S&P 500 closed at a record high on Friday as the Fed opted to hold rates steady amid signs of a stabilizing labor market and strong AI-fueled economic growth. Brent Schutte, chief investment officer of the Northwestern Mutual Wealth Management Company, breaks down the latest news and key data you need to know. http://spr.ly/6189BBw2xJ

Want your business to be the top-listed Accountant in Yardley?
Click here to claim your Sponsored Listing.

Address


19 S. Main Street
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm