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  • The Impact of Interest Rates on Your Retirement Plans

    Interest rates are constantly in flux, and many don’t realize that this impacts their personal finances and retirement plans in significant ways. If you have a savings account, loans, investments, or retirement accounts, the decisions you make when interest rates rise or fall directly affect your financial security. Here’s what you need to know. Key…

  • How Charitable Giving Can Affect Your Taxes and Retirement Planning

    Whether it’s the holidays or a birthday, giving is a wonderful way to express feelings and make people smile. While it’s common to give gifts to loved ones, giving to those you don’t know can be as rewarding. Making charitable donations to those in need doesn’t just fill you with a sense of purpose and…

  • How To Survive Holiday Expenses

    What the Holidays Can Teach Us About Budgeting for Long-Term Goals The holidays are a magical time when family and friends gather together and make new memories. Unfortunately, the fun sometimes comes with a hefty price tag that can devastate your bank account if you’re not careful. Putting the time in beforehand to plan out…

  • Market Update – November 2025

    Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The Market’s Tug-of-War with the Federal Reserve The stock market was volatile in November as the Federal Reserve managed investor expectations for a December rate cut. The volatility started after the Fed’s late-October meeting, when Chair Powell…

  • Keurig Dr Pepper’s Big Move: Brewing Up Change in the Beverage World

    Keurig Dr Pepper (KDP) is brewing up changes again. The company behind both morning coffee pods and afternoon sodas announced it’s acquiring JDE Peet’s and plans to split into two independent businesses. It’s a brave move that changes the way KDP does business in two very different markets: coffee and soft drinks. It could also…

  • Why Your Budget May Not Be Working – And How to Fix It

    Budgets are tough. You make them with the best of intentions, listing your expenses and setting spending limits for each category. But then life happens, and you go over those limits more than you’d like. You’re not alone — not by a long shot. Budgeters miss their targets all the time, and the reasons are…

  • Avoid These 9 Common Money Mistakes Before Year-End

    A new year is a fresh start — and the perfect time to get your finances in shape. Learning from common money mistakes can put you on the right track and help you make smarter choices all year long. Money Mistakes To Avoid You don’t need to wait for January 1 to start your New…

  • The Real Cost of Procrastination: Why Waiting on Retirement Planning Could be Costly

    Early on in your career, it’s easy to put off retirement planning as something you don’t need to worry about yet. Even later, as they approach retirement age, many people procrastinate on their planning. That procrastination comes at a real cost, though. Waiting to begin retirement planning can lead to missed opportunities, higher-risk investments, and…

  • Market Update – October 2025

    Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending Monthly Market Summary Federal Reserve Cuts Interest Rates as Government Shutdown Drags On The government shutdown that began October 1st remains unresolved as of month-end, officially becoming the second-longest in U.S. history behind 2018. The shutdown, which is due to partisan gridlock…

  • Celebrating Chuck Storla’s Book Release

    Moore Invested is proud to celebrate one of our clients, Chuck Storla, on the release of his first fiction novel, Murder Two Doors Down! The book launch took place at the charming Poe & Company Bookstore in Milton, Georgia—a perfect setting for an evening filled with great stories, laughter, and community connection. Our very own, Tom…