Moxie Capital - NM

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Moxie Capital - NM Comprehensive financial planning to help clients reach their goals

You’ve spent years building your business. But have you built a retirement strategy that can stand on its own?For many b...
10/28/2026

You’ve spent years building your business. But have you built a retirement strategy that can stand on its own?

For many business owners, personal wealth, future income, and retirement goals are closely tied to the company they’ve built. That makes planning ahead especially important.

National Retirement Security Month is a good reminder to think beyond the value of the business itself. Building assets outside the company, preparing for a future transition, and understanding what you’ll need to support the life you want can create more options when the time comes to step away.

The Moxie Capital team can help you build a strategy for the business you lead today and the life you want beyond it.

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artifi...
10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=0C3408

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle...
10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
https://www.northwesternmutual.com/life-and-money/a-year-end-financial-checklist-for-retirees/?utm_source=facebook&utm_medium=organic_social&utm_campaign=end-of-year-2026&utm_content=lm_your-retirement_field&utm_term=checklist-for-retirees&agentid=0C3408

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. https://www.northwesternmutual.com/life-and-money/how-much-you-should-have-in-a-529-plan-contribution-limits-and-maximums-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=529-plan-contribution&agentid=0C3408

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=0C3408

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=0C3408

The best financial plans are built around more than numbers. They’re built around the life you want to create.On World F...
10/07/2026

The best financial plans are built around more than numbers. They’re built around the life you want to create.

On World Financial Planning Day, we’re celebrating the value of having a strategy that brings your goals, priorities, and financial decisions together. As life evolves, your plan should evolve with it, helping you make intentional decisions today while keeping the future in focus.

At Moxie Capital, that’s what planning is all about: helping you lead a life worth living and build a legacy worth leaving.

Address

17802 W Interstate 10 Ste 114
San Antonio, TX
78257

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12104465716

Website

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