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The Biggest Retirement Planning Mistakes People Make in Their 50s
When it comes to retirement, starting to save and invest as early as possible is the common advice. However, the decisions you make in your 50s may have the biggest impact on how comfortable your retirement will be and the lifestyle you can afford. Because of this, your 50s are considered the “retirement red zone.”…
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Investing in the Future: Welcoming Summer Intern Sumner Kirsch to Moore Invested
At Moore Invested, we believe financial planning is about more than numbers. It is about people, relationships, and helping individuals build meaningful futures. That is why we are passionate about creating opportunities for the next generation of leaders and professionals. Through these opportunities, students gain valuable real-world experience in the financial industry. This summer, we…
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5 Costly Retirement Mistakes to Avoid in 2026
Retirement should be a time to enjoy the life you’ve worked hard to build, but getting there successfully often comes down to avoiding a few common and costly mistakes. Over the years, I’ve seen many hardworking people make financial decisions with the best intentions, only to realize later those choices created unnecessary stress, taxes, or…
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Market Update – April 2026
Stocks Set New Highs as Geopolitical Tensions Ease Monthly Market Summary Markets Rebound as Geopolitical Tensions Ease Back-to-back ceasefires, first between the U.S. and Iran on April 7 and then between Israel and Lebanon on April 16, changed the market’s outlook. The agreements removed the worst-case scenario, and the reversal was immediate across markets. The…
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Marvell – Nvidia Deal, Good News for Moore Invested Clients!
One of our primary holdings is Marvell Technology. We wrote about the company in January, explaining what it does and how we believe it is well-positioned to be the backbone of artificial intelligence (AI) infrastructure. As it turned out, Nvidia was thinking the same thing and announced on March 31 that it would invest $2…
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Understanding IRMAA: Why Income Planning Matters in Retirement
What Is IRMAA? IRMAA is one of those things that can catch people off guard in retirement. It’s an additional premium added to Medicare Part B and Part D when your Modified Adjusted Gross Income (MAGI) exceeds certain thresholds. What makes it tricky is the timing. IRMAA is based on your income from two years…
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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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Market Update – Q1 2026
Key Updates on the Economy & Markets The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the market traded lower in March due to escalating geopolitical tensions in the Middle East and the Strait of Hormuz closure, which led…
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Investment Research: Why I Rely on Data, Not Predictions
One thing I’ve learned over the years is that the investment world is full of predictions. Every day there’s a new forecast about where the market is headed, whether a recession is coming, or which investment will outperform next. Some of those predictions will inevitably be right, but many of them won’t be. That’s one…
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Market Update – February 2026
Market Leadership Broadens as Rotation Continues Monthly Market Summary Market Leadership Continues to Broaden Amid Questions About AI’s Impact The rotation away from mega-cap tech stocks that started in January extended into February. While the S&P 500 traded lower, the average stock, as measured by the equal-weighted index, gained over +3%. The rotation was broad-based:…
