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.” […]
View The Biggest Retirement Planning Mistakes People Make in Their 50s
If you’ve been retired for any length of time, you’ve probably seen it happen dozens of times. A scary headline appears: The Market Is Headed for a Recession or Stocks Are Overvalued…
One of the most common questions I hear is, “How much can I safely withdraw from my retirement savings each year?” Eventually, the conversation usually turns to something called the 4% rule.
Key Updates on the Economy & Markets Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that started in Q1 continued for most of Q2, but oil prices fell as the two sides worked toward a ceasefire agreement. Meanwhile, […]
When people think about retirement planning, they often focus on growing their investments. But one area that can have just as much impact on your financial future is tax planning. One strategy I frequently discuss with retirees is the Roth conversion. While it’s not the right solution for everyone, it can be an effective way […]
AI and Geopolitics Continue to Drive Markets Monthly Market Summary The S&P 500 Index gained +5.3% in May and set multiple new all-time highs. Technology led all S&P 500 sectors with a +16.0% return, followed by Consumer Discretionary (+2.6%) and Health Care (+2.5%). However, eight of eleven sectors traded lower, led by Energy (-5.6%), Utilities […]
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 […]
View Investing in the Future: Welcoming Summer Intern Sumner Kirsch to Moore Invested
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 […]
Stocks Set New Highs as Geopolitical Tensions Ease Monthly Market Summary The S&P 500 Index gained +10.5% in April, recovering its March decline and setting a new high. Communication Services led all S&P 500 sectors with a +18.5% return, followed by Technology (+17.5%) and Consumer Discretionary (+11.7%). Nine of eleven sectors traded higher as stocks […]
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 […]
View Marvell – Nvidia Deal, Good News for Moore Invested Clients!