MI Insights 101 Articles
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Qualified Opportunity Zone Funds
Capital gains can sneak up on investors. A property sale closes, or a stock position that has been held for years finally gets sold. Suddenly, there is a large gain, and a significant portion of it may be owed in taxes. For many investors, the first instinct is to look for ways to preserve more […]
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2026 IRA and Retirement Plan Contribution Limits
Whether retirement is a long way off or right around the corner, planning for it is never set-it-and-forget-it. The Internal Revenue Service (IRS) often increases Individual Retirement Account (IRA) and 401(k) contribution limits to account for inflation. And you need to know that because if you don’t increase your own contributions, inflation may leave you […]
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One Big Beautiful Bill Act
President Trump signed the One Big Beautiful Bill Act into law on July 4, introducing tax changes that could affect your retirement planning strategy. If you're nearing retirement or helping adult children with education costs, these updates may reduce your tax burden in your final working years. Executive Compensation May Get Relief Two provisions could […]
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Tax Time: Marginal Income Tax Rates
The key to successful financial management lies in understanding the underlying factors involved. Income tax rates are one such element that has a significant impact on the amount of income that ends up in your pocket. Understanding how income tax rates work is essential to financial planning, especially when it comes to large purchases, such […]
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Social Security Fairness Act
Teachers and other public servants have watched their Social Security benefits diminish due to complex provisions that few understood, but many felt deeply in their retirement years. That changed on January 5, 2025, when President Biden signed the Social Security Fairness Act into law, which eliminated two controversial provisions that had reduced benefits for millions […]
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1031 Exchanges
The 1031; Tried and True and Maybe For You Preservation of capital, income, and wealth creation – these are common interests on the minds of investors. Another critical topic people are thinking about is how to manage the impact of taxes on their investments. For those investors that own investment property there is something called […]
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401(k) and IRA Contribution Limits for 2025
Early planning is crucial for increasing the funds you’ll have in retirement. Depending on your financial and employment situation, several retirement plans can help you get the most out of your investments. The Internal Revenue Service (IRS) limits the annual amount you can contribute to a retirement plan based on your age and the type […]
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Measures of Power
If you’re thinking about investing in utilities and renewable energy projects through companies like Brookfield Renewable Partners (see Brookfield article), Southern Company, or Duke Energy, you must understand units of power to know what you’re backing. Having a firm grasp of what power is, down to the watt, will allow you to understand the value […]
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Moore Insights 101: Understanding Your Fixed Income Allocation
Moore Insights 101: Understanding Your Fixed Income Allocation Should bonds and other fixed income assets be included in your portfolio? The answer to that will vary from person to person and depends on your overall investment goals. The better question might be if you understand what fixed income is and why it’s used in an […]
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Moore Insights 101: Understanding Your Equity Allocation
Does your investment statement look like a jumbled mess of financial lingo? Are terms like asset allocation, fixed income, and equity confusing? If you feel this way you are certainly not alone. While investing can seem complex, having some baseline knowledge will make it simpler than you think. Let’s imagine you have a portfolio. It […]