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 […]

View Honoring Our Community at the Brookhaven Chamber’s 5th Annual Police Chief’s Award Luncheon

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, […]

View Living Life with an Upside: Team Outing at the Tour Championship

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 […]

View MI Investments: Old Republic International Corp

Stocks Trade Higher as Federal Reserve Signals Rate Cut Monthly Market Summary The S&P 500 Index rose +2.1% in August, bringing its year-to-date return to +10.7%. Large Cap Value stocks led with a +3.2% gain, while Large Cap Growth gained +1.2%. Health Care was the top-performing sector. Six additional S&P 500 sectors also outperformed the […]

View Market Update – August 2025

If a loved one is planning on going to college, you need to know about the 529 plan. This tax-advantaged savings vehicle lets you put aside money for education — anyone’s education, whether it’s a child, grandchild, niece, nephew, or even yourself. Here’s how it works. What Is a 529 Plan? A 529 plan, legally […]

View Smart Savings for Education: The Power of a 529 Plan

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 […]

View Brookhaven Chamber of Commerce Spotlights Moore Invested

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, […]

View The Jackson Family’s Favorite Vacation: Grand Cayman

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 […]

View Annuity Buyers Beware: Part 3, Surrender Charges

Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained +0.6%. Utilities was the top-performing sector, with the Technology, Industrials, and Energy sectors also […]

View Market Update – July 2025

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 […]

View One Big Beautiful Bill Act