Moxie Capital - NM

09/09/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. https://www.northwesternmutual.com/life-and-money/tax-benefits-of-marriage/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=tax-benefits&agentid=0C3408

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=0C3408

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. https://www.northwesternmutual.com/life-and-money/how-to-prepare-for-a-recession/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_managing-finances_field&utm_term=how-to-prepare&agentid=0C3408

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=0C3408

08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. https://www.northwesternmutual.com/life-and-money/youth-sports-costs-budgeting-tips/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=youth-sports-costs&agentid=0C3408

08/20/2026

It's time for another edition of Meet the Moxie Pets! 🐾

Meet Lady J, Zul-Tan's four-legged companion and our official Chief Tail Wagging Officer.

Lady J is 3 years old and has quite the unique family tree. According to her DNA results, she's 56% Cocker Spaniel, 22% Australian Cattle Dog, with a mix of Border Collie, Great Pyrenees, Chow Chow, American Eskimo Dog, and a few other breeds making up the rest. She's truly one of a kind!

Her birthday is January 19, and thanks to a DNA test, we also know she has 19 relatives scattered across the United States.

We're having so much fun introducing the furry members of the Moxie Capital family. Stay tuned to meet the next member of our pet crew!

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. https://www.northwesternmutual.com/life-and-money/the-biggest-mistakes-people-make-with-their-wills/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=with-their-wills&agentid=0C3408

08/14/2026

Another great Northwestern Mutual Annual Meeting is in the books.

From celebrating milestones and connecting with colleagues to learning from industry leaders and looking ahead to the future, it was a valuable week filled with inspiration and new ideas. We're excited to carry that momentum forward and continue serving our clients with excellence.

08/11/2026

Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-earnings-push-stocks-higher-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=0C3408