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Market Update – May 2026
AI and Geopolitics Continue to Drive Markets Monthly Market Summary The S&P 500 Index gained +5.3% in May and set multiple new all-time highs. Technology led all S&P 500 sectors with a +16.0% return, followed by Consumer Discretionary (+2.6%) and Health Care (+2.5%). However, eight of eleven sectors traded lower, led by Energy (-5.6%), Utilities […]
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Market Update – April 2026
Stocks Set New Highs as Geopolitical Tensions Ease Monthly Market Summary The S&P 500 Index gained +10.5% in April, recovering its March decline and setting a new high. Communication Services led all S&P 500 sectors with a +18.5% return, followed by Technology (+17.5%) and Consumer Discretionary (+11.7%). Nine of eleven sectors traded higher as stocks […]
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Marvell – Nvidia Deal, Good News for Moore Invested Clients!
One of our primary holdings is Marvell Technology. We wrote about the company in January, explaining what it does and how we believe it is well-positioned to be the backbone of artificial intelligence (AI) infrastructure. As it turned out, Nvidia was thinking the same thing and announced on March 31 that it would invest $2 […]
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Market Update – Q1 2026
Key Updates on the Economy & Markets The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the market traded lower in March due to escalating geopolitical tensions in the Middle East and the Strait of Hormuz closure, which led […]
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Core Investing Values
Over our years of investing we have discovered a set of principles by which to invest. We have finally unveiled these as our “Investment Core Values”
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Market Update – February 2026
Market Leadership Broadens as Rotation Continues Monthly Market Summary The S&P 500 Index declined -0.8% in February, but the headline masked broad underlying strength. The equal-weighted S&P 500 gained +3.5%, Large Cap Value rose +2.6%, and the Russell 2000 added +0.8%, as the rotation toward smaller and more value-oriented companies continued. In contrast, Large Cap […]
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Financial Clarity in a Time of Transition
Divorce can significantly change your financial picture, especially if you and your spouse have different earning capacities. It’s important to understand your situation and be ready to advocate for yourself, as the decisions made during the divorce process will affect the rest of your life. Here’s how to prepare to limit the impact on your […]
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Seven Simple Steps to Improve Your Financial Health
Money is a major source of stress for many Americans. If you want to improve your financial health this year, you’re not alone. The question is, where should you start? You don’t have to reinvent the wheel. Follow these seven simple steps to make progress toward your financial goals. 1. Get a Clear Picture of […]
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Industry Spotlight: Homebuilding
The housing market and its corresponding stocks have had a rough time over the last two years. Homebuilding equities fell substantially because high interest rates and low affordability cooled a once red-hot housing market. Meanwhile, the broader stock market indices kept going up. That difference has led to a situation where housing fundamentals and sentiment […]
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Understanding Taxes on Social Security Income
Understanding your tax responsibilities helps you manage your retirement income more effectively. Social Security is an important component of many retirees’ income, and most recipients will pay at least some tax on those benefits. How the IRS Taxes Social Security Benefits The Internal Revenue Service (IRS) determines your tax responsibilities using your combined income. This […]
