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  • Market Update – November 2025

    Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The Market’s Tug-of-War with the Federal Reserve The stock market was volatile in November as the Federal Reserve managed investor expectations for a December rate cut. The volatility started after the Fed’s late-October meeting, when Chair Powell…

  • Keurig Dr Pepper’s Big Move: Brewing Up Change in the Beverage World

    Keurig Dr Pepper (KDP) is brewing up changes again. The company behind both morning coffee pods and afternoon sodas announced it’s acquiring JDE Peet’s and plans to split into two independent businesses. It’s a brave move that changes the way KDP does business in two very different markets: coffee and soft drinks. It could also…

  • Why Your Budget May Not Be Working – And How to Fix It

    Budgets are tough. You make them with the best of intentions, listing your expenses and setting spending limits for each category. But then life happens, and you go over those limits more than you’d like. You’re not alone — not by a long shot. Budgeters miss their targets all the time, and the reasons are…

  • Avoid These 9 Common Money Mistakes Before Year-End

    A new year is a fresh start — and the perfect time to get your finances in shape. Learning from common money mistakes can put you on the right track and help you make smarter choices all year long. Money Mistakes To Avoid You don’t need to wait for January 1 to start your New…

  • The Real Cost of Procrastination: Why Waiting on Retirement Planning Could be Costly

    Early on in your career, it’s easy to put off retirement planning as something you don’t need to worry about yet. Even later, as they approach retirement age, many people procrastinate on their planning. That procrastination comes at a real cost, though. Waiting to begin retirement planning can lead to missed opportunities, higher-risk investments, and…

  • Market Update – October 2025

    Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending Monthly Market Summary Federal Reserve Cuts Interest Rates as Government Shutdown Drags On The government shutdown that began October 1st remains unresolved as of month-end, officially becoming the second-longest in U.S. history behind 2018. The shutdown, which is due to partisan gridlock…

  • Celebrating Chuck Storla’s Book Release

    Moore Invested is proud to celebrate one of our clients, Chuck Storla, on the release of his first fiction novel, Murder Two Doors Down! The book launch took place at the charming Poe & Company Bookstore in Milton, Georgia—a perfect setting for an evening filled with great stories, laughter, and community connection. Our very own, Tom…

  • Do you qualify for a Roth IRA?

    There are several types of individual retirement accounts (IRAs). Among the most popular is the Roth IRA. It allows you to invest taxed earnings in certain assets and withdraw those funds, tax-free, in retirement. The Roth IRA is available to most workers with some restrictions. What Is a Roth? A Roth IRA is a type…

  • Moore Invested Attends the 2025 Arkadios Capital National Conference

    This week, the Moore Invested team had the privilege of attending the 2025 Arkadios Capital National Conference, held at the stunning St. Regis in Atlanta, Georgia. The event brought together some of the brightest minds and most forward-thinking professionals in the wealth management industry for several days of inspiration, innovation, and invaluable connection. From start to finish,…

  • We Are Growing… Welcome Abby Pennington!

    We’re thrilled to announce that Moore Invested is expanding once again — and with growth comes great new talent! Please join us in welcoming our new Marketing Assistant to the team. As our firm continues to evolve and reach new heights, adding a passionate, creative professional to our marketing department marks an exciting step forward.…