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News & Events

Waltos Group and OC Metro's Hot 25 2011 Event

The Waltos Group announces the 2011 Quiet Achiever at OC Metro's Annual Hot 25 Event.  Hank Adler accpeted the award at the event on November 1st.
Executives and professionals from Orange County gathered at The Island Hotel in Newport Beach, CA to celebrate and honor 25 of the hottest business professionals who made the OC Metro's 22nd annual list. Read more about this memorable event by visitng the OC Metro.  To read more about why Hank was chosen at the Quiet Achiever this year please click here.
 

(Pictured to the left is Hank Adler, the 2011 Quiet Achiever and Bob Waltos, Managing Partner.)

 


 


 ssSteve Forbes and John Schlifske on
"Econo-ME: Redefining the Rules of Financial Security”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The three day tour saw over 3,500 attendees and included panel discussions in Baltimore, MD; Birmingham, AL; Los Angeles, CA; New Orleans, LA; San Francisco, CA; and Washington, DC. In Los Angeles, where there were nearly 500 in attendance, Steve and John shared their perspectives on the economy, the markets, and how individuals and business owners must redefine the rules of financial security during times of market volatility. Key insights presented at the events were:
 
  • Now more than ever, consumers must make financial decisions based on their short- and long-term needs, not their emotions, and stick with it. Schlifske affirms the need for individuals and business owners not to forget proven principles, such as cutting spending, saving in addition to investing, and dollar-cost averaging for the long-term.
  • We cannot spend our way out of this recession. Schlifske and Forbes agree that pouring more money into the system, and increasing the debt, will only make the long-term solution that is needed more painful. Unless we are willing to endure years of austerity measures, more pro-growth policies need to be considered.
  • It will take time for the economy to get back to a more stable state, regardless of the outcomes of upcoming elections. Schlifske and Forbes believe that periods of bull markets take years to unwind, and Americans should prepare for a long period of retrenchment.
For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.
 
To view photos from this event, click here.
 

     

The Waltos Group shares Golf's Sacred Journey

See what two of the greats, Tom Lehman and Jim Hardy, have said about the book HERE. This book has transformed lives and it will help you with your game!

The book has now become a movie starring Robert Duvall and includes K.J. Choi, releasing nationwide on September 2, 2011.  You can watch the trailer HERE. 

Another scholarship awarded by The Waltos Group

Karen Zhou, a junior from University of California, Irvine was named the Spring 2011 Future Business Leader and received a $2,500 scholarship from the Waltos Group of Northwestern Mutual and the Northwestern Mutual Foundation.

Karen is an incredibly talented and successful figure skater, while also maintaining a GPA of over a 3.9 for her coursework at UC Irvine. For these reasons and many more, Karen was the perfect candidate for this scholarship, and has built lasting relationships with many of the members of our firm. 

"Karen is extremely organized, determined to excel, a respected leader of her peers, someone who goes ut of her way to help others, and an exceptionally pleasant person to deal with." David Hirshleifer, Professor of Finance, UCI.

Past UCI recipients include: Kristen Jue, Xiao Ding, Marko Tomov, Dennis Yu and Ashkan Hajirasooliha.

Past CSUF recipients include: Michael Chavez, Brittany Hoffman, Katie Nguyen, Danielle Vera, and Anthony Davis.

Check out the Waltos Group in the

Orange County Business Journal

and the Bay Window Magazine

Steve Forbes and Ed Zore on
"Rebuilding, Reviving and Learning From the Great Recession”

Northwestern Mutual hosted over 3,000 attendees for a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO Ed Zore. The three day tour included Denver, Newport Beach, Chicago, Minneapolis, Atlanta and St Louis.   In each city, Steve and Ed discussed key lessons learned in the Great Recession and how to rebuild and revive the economy. 
 
Below are some of the key insights the two presented.
 
  • Better fiscal policy and reduced government spending are key to recovery. Forbes stressed the need to have better and smarter government oversight, as many of the problems leading to the recent recession were exasperated by poor oversight. Forbes believes that fixing these issues will help America stay competitive in the global economy. Zore agreed and also stressed the need for better education. Properly educating younger generations is necessary for the country to maintain a strong, employable labor force and stay competitive. 
  • There is reason to be optimistic about the economy. Forbes expressed optimism about the country’s prospects in the short-term, especially given our flexible labor market and history of innovation. Zore added that it will take a good while to right the ship. He said business and markets may be muted or flat for a while, but with reductions in debt, things are getting better. 
  • We need to get back to the basics. According to Zore, people need to get back to basics and manage their finances in a sound manner. Recently, people have lost sight of the conservative spending habits of earlier generations, but we need to relearn those habits to stay financially sound.
 

  

  

 

Waltos Group and OC Metro's Hot 25

The Waltos Group announces the 2010 Quiet Achiever at OC Metro's Annual Hot 25 Event.
Executives and professionals from Orange County gathered at The Island Hotel in Newport Beach, CA to celebrate and honor 25 of the hottest business professionals who made the OC Metro's 21st annual list. Read more about this memorable event by visitng the OC Metro.
 
In this photo from left to right: Steve Churm, CEO of Churm Media; "Quiet Achievers" Max and Artyn Gardner; Bob Waltos, Managing Partner of the Waltos Group.
 

Bob Waltos - King of Mardi Gras

Bob Waltos, Managing Partner of the Waltos Group is named King of Big Brothers Big Sisters Mardi Gras Event
The event benefitting Big Brothers Big Sisters was held on Saturday, September 19th at Ralph Brennan's Jazz Kitchen, Downtown Disney, Anahiem raised $104,000.  410 people attended the event which included live jazz music, casino gaming, authentic Cajun Cusisne and live and silent auctions.  Bob Waltos was honored as King of the event.

 

 

 

Additional News

Northwestern Mutual Announces 2008 Financial Results
The company maintains a high dividend payout and financial strength despite market turmoil.

Click here to learn more.

The Waltos Group Receives Northwestern Mutual's Community Impact Award
During Northwestern Mutual's Western Regional Meeting in February CEO Ed Zore presented the Community Impact Award for network and district office commitment to local nonprofit agencies to The Waltos Group. The award was accepted by Managing Partner Bob Waltos and College Unit Director Paul Castillo. Paul won the Community Service Award in 2008 for his work with Big Brothers Big Sisters and now the Northwestern Mutual Foundation will be awarding this organization $50,000.

"It was a big honor for our office," said Paul Castillo. "It reflects the culture of giving back to the community that Bob has created."