-
Honoring Our Community at the Brookhaven Chamber’s 5th Annual Police Chief’s Award Luncheon
At Moore Invested, community is at the heart of everything we do. That’s why we were proud to attend and sponsor the Brookhaven Chamber of Commerce’s 5th Annual Police Chief’s Award Luncheon this year. This event is a meaningful tradition in our community—an opportunity to come together and recognize the dedication of the men and […]
-
Living Life with an Upside: Team Outing at the Tour Championship
At Moore Invested, we believe true wealth goes beyond numbers—it’s about creating experiences, building connections, and living life with an upside. That’s why we make it a priority to come together outside of the office, not just as colleagues, but as a team who values the same philosophy we encourage for our clients. This year, […]
-
MI Investments: Old Republic International Corp
Many companies chase headlines with flashy growth stories. Old Republic International (NYSE: ORI) has built something different: a quiet record of resilience. With more than a century of operations, a Fortune 500 listing, and one of the longest dividend streaks in U.S. corporate history, Old Republic shows how consistency and discipline can carry weight for […]
-
Brookhaven Chamber of Commerce Spotlights Moore Invested
We’re honored to be featured in the Brookhaven Chamber of Commerce Summer Series Spotlight! This initiative gives Chamber Members the chance to answer specific questions so the Brookhaven community can get to know more about the products and services local businesses provide. This week, the spotlight is shining on Moore Invested. Meet the Team at […]
-
The Jackson Family’s Favorite Vacation: Grand Cayman
This summer, the Jackson family set out on an unforgettable adventure to Grand Cayman—a trip filled with sunshine, family time, and just the right amount of sunscreen. From snorkeling in crystal-clear waters to visiting the world-famous Stingray City and Starfish Point, every day was a new opportunity to explore the island’s natural beauty. Of course, […]
-
Annuity Buyers Beware: Part 3, Surrender Charges
If you read Part 1: Monthly Pt to Pt and Part 2: S&P 500 Capped Strategy of my series, then you now know annuity returns are pretty terrible. Advertised as a way to protect your investment from market downturns, the reality is that you’ll be stuck with an underperforming investment. Thanks to gain caps (some […]
-
Big Moves: Moore Invested Expanding into New Office Space on October 1
We’re growing — and we’re thrilled to share a major milestone in our journey. Moore Invested is proud to announce that we are officially moving October 1st into our brand-new office space on Ravina Drive in Atlanta. With nearly 3,000 square feet of modern workspace, this expansion marks an exciting new chapter for our company and the […]
-
Time Well Spent – On and Off the Course
One of my favorite things to do these days is play golf with one of my kids. It’s not just about the game—it’s about the time together, the conversations between holes, and the memories made on and off the fairway. This photo was taken on the first tee at the iconic Ocean Course on Kiawah […]
-
The Jackson’s Favorite Summer Vacation
A Summer Escape to Waynesville, NC – Our Home Away From Home One of my favorite parts of summer is taking time to slow down, unplug, and enjoy a little escape with my family. And for us, there’s no better place to do that than Waynesville, North Carolina. Just a short three-hour drive from Atlanta, […]
-
Annuity Buyers Beware, Part 2: S&P 500 Capped Strategy
My clients know I’m no fan of annuities. In our first article on the monthly point-to-point strategy Annuity Buyers Beware, Part 1, I showed how that strategy favors the house like a casino game. Let’s turn to the equally troubling S&P 500 Capped Strategy used in fixed indexed annuities (FIAs) and related index-linked approaches. The […]
