Capital Choice Southwest

How does your business address generational differences?

How to Handle Generational Differences at Work? One Family Offers a Blueprint Older and younger generations often view remote work, work-life balance and work ethic differently.

Time to aim higher

Forget Being Rich, Aim For Wealth Instead Wealth versus richness is a debate that has intrigued many for years. To truly secure your financial future, it's important to aim for wealth.

The rules around donations can be complicated.

What You Need to Know About Donating to Presidential Campaigns The rules are complicated and financial advisers say it’s important to think twice before opening your wallet.

Families work through these tough times

Survey: Inflation Forces 3 In 4 New Parents To Reevaluate Finances Many expectant parents are making significant financial adjustments and reevaluating their financial strategies as inflation impacts the economy.

Is ESG living up to expectations?

What Is ESG Investing and Why Is It Under Fire? The widespread use of ESG factors has fed skepticism that the approach is nothing more than a marketing gimmick, fueling a backlash and a regulatory crackdown.

Number 8 is really interesting

9 Real Estate Market Trends to Watch in 2024 Here are a few key trends that are poised to have a significant influence on the real estate market in 2024.

6 and 11 hold particular significance.

15 Ways To Strengthen Your Finances Ahead Of A Possible U.S. Recession Discover strategies and considerations that can help you navigate your finances and prepare for a US economic downturn.

You are responsible for a comfortable retirement. Social Security needs to be the icing on the cake—assuming you receive it at all.

Social Security Fears Spur These Young Workers to Save More The idea of Social Security disappearing is one of the country’s longer-running neuroses and shows few signs of abating. Confidence today is lowest among those who are mid-career.

Can Nvidia stay at the heart of the new AI economy? The chipmaker’s brief reign as the world’s most valuable company is a sign of the times for the emerging technology.

10 Ideas For Your July 4th Home Celebration So you’re having folks over to celebrate Independence Day at your place next week. Here are some quick adds to make your party healthier, more comfortable, safer and still fun. Any one of them just entails an easy weekend shopping trip to your favorite hardware or big box store, and a few hours at...

You spent how much on the wedding?

What Is the Average Cost of a Wedding? A Breakdown of Wedding Expenses So You Can Work on a Budget

Are you not feeling so well? The reason may be your bank account. Fascinating findings!

A landmark 5-year study is seeking to understand the link between money and human flourishing. Here’s how its findings could change the world In an era of rapid change and unprecedented challenges, the pursuit of human flourishing has become a shared aspiration worldwide.

Remember, the paycheck is not the only way to retain and motivate staff.

Most Gen Z Workers Want This One Thing From Their Employer. Are You Providing It? Millions of college graduates are entering the workforce, and many feel unprepared. Here's the one thing they're looking for from potential employers — and how providing it will benefit you and your business in the long run.

Let's put an end to normalized indebtedness!

Managing Your Debt How to make a plan for tackling your debt, improving your credit score and feel like the money you owe isn’t controlling you.

Equifax Hack: What You Need to Know & Do The Equifax hack was not only long-running, but also widespread. It resulted in the compromise of millions of Americans' personal information. Misused credit information can have some serious repercussions on people's financial lives. Here are some things you should consider in light of the hack.

Why Money Isn't A Tool For Emotional Support In today's world, it's hard to escape the message that money is the answer to everything. But let's take a step back and really think about it. Is money truly the emotional support tool we're looking for?

“Money is a terrible master
but an excellent servant.”
~P.T. Barnum~

There is a right way to determine your life insurance need and you don't want to get it wrong. I walk people through the process every day let me know if I can help.

Congress today is older than it has ever been. Across all United States senators and representatives, the median age of the 118th Congress is 59 years old. The median senator is 65 years old, a record high; the median representative is about 58.
-FiveThirtyEight, April 3, 2023

Shout Out to Salon Encore! We had a great time and learned important info to help with our own unique financial journeys. Thank you for inviting me to share!

The grocery store Kroger has an in-house data operation called 84.51, which sells information to 1,400 companies. The company claims to have over 2,000 variables on customers including 18 years of data from the Kroger Plus card program, including 2 billion annual transactions from 60 million households. The company claims to have over 35 petabytes of customer data.
-The Markup, February 16, 2023

Investors – and their advisors – are looking for strategies on how to stay calm and focused on financial goals during volatile markets.

insurancenewsnet.com

China’s holdings of U.S. debt has fallen below $1 trillion for the first time in 12 years. Japan, with $1.2 trillion, is now the leading holder of U.S. Treasuries.
-CNBC, July 18, 2022

Guess what these numbers are?

Dec ‘20: 1.4%
Feb '21: 1.7%
Apr '21: 4.2%
June '21: 5.4%
Aug '21: 5.3%
Oct '21: 6.2%
Dec '21: 7.0%
Feb '22 : 7.9% (Putin invades Ukraine)
Apr ‘22: 8.3%
May'22: 8.6%
TODAY: 9.1%