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Market Update – July 2025
Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary Strong Q2 Earnings & Trade Agreements Send Stocks to All-Time Highs Stocks climbed to new highs in July, with the S&P 500 and Nasdaq both logging six consecutive record closes late in the month. Investor sentiment improved after better-than-expected Q2 earnings and…
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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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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…
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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,…
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The Moore Invested Team Refining our Value Proposition
At Moore Invested, we’re not just talking about financial strategies — we’re reimagining why we do what we do. This past week, our team dove deep into the Osborn-Parnes Creative Problem Solving method to refine our value proposition. From fact-finding to idea generation, we explored bold questions like: What truly sets us apart? How do…
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Tax Planning Before the May 1st Deadline: What You Need to Know
April 15th is just around the corner, but if you reside in Georgia, the tax deadline has been extended until May 1st because of hurricane relief. If you haven’t started thinking about tax planning, now is the time! At Moore Invested we know tax season can feel overwhelming, but with a little preparation, you can…
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We love seeing our clients wearing Moore Invested SWAG!
It’s always a lot of fun meeting clients out of the office in a casual social setting. Tom was fortunate to spend a long lunch with two of his favorite people, Lee and Evelyn Rhyant. It made it especially fun when they arrived wearing their new Moore Invested swag!
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The Jackson’s Favorite Family Tradition
One of my favorite holiday traditions is decorating the Christmas tree with my family. The day after Thanksgiving, we all pile into the car to find the perfect tree—a task made challenging by the strong opinions of my two teenage daughters. After some negotiations and a bit of bribery, we finally settle on the ideal…
