Key Updates on the Economy & Markets Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s pivot toward […]
“Inflation” is a vague economic term, yet it’s one of the most important ways to tell how the economy is doing. Many news outlets report on the Consumer Price Index (CPI), which contains a lot of pricing information. Economists, on the other hand, use the related Core CPI, which only looks at three main things: […]
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 […]
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 […]
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 […]
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, […]
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 […]