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Do you qualify for a Roth IRA?
There are several types of individual retirement accounts (IRAs). Among the most popular is the Roth IRA. It allows you to invest taxed earnings in certain assets and withdraw those funds, tax-free, in retirement. The Roth IRA is available to most workers with some restrictions. What Is a Roth? A Roth IRA is a type…
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Moore Invested Attends the 2025 Arkadios Capital National Conference
This week, the Moore Invested team had the privilege of attending the 2025 Arkadios Capital National Conference, held at the stunning St. Regis in Atlanta, Georgia. The event brought together some of the brightest minds and most forward-thinking professionals in the wealth management industry for several days of inspiration, innovation, and invaluable connection. From start to finish,…
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We Are Growing… Welcome Abby Pennington!
We’re thrilled to announce that Moore Invested is expanding once again — and with growth comes great new talent! Please join us in welcoming our new Marketing Assistant to the team. As our firm continues to evolve and reach new heights, adding a passionate, creative professional to our marketing department marks an exciting step forward.…
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Market Update – Q3 2025
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…
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What is going on with Inflation?
“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:…
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Honoring Our Community at the Brookhaven Chamber’s 5th Annual Police Chief’s Award Luncheon
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…
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Living Life with an Upside: Team Outing at the Tour Championship
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,…
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MI Investments: Old Republic International Corp
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…
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Market Update – August 2025
Stocks Trade Higher as Federal Reserve Signals Rate Cut Monthly Market Summary Federal Reserve Prepares to Cut Interest Rates as the Labor Market Softens The Federal Reserve has kept interest rates unchanged this year due to concerns that tariffs could reignite inflation. This concern, along with strong job growth and low unemployment, gave the central…
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Smart Savings for Education: The Power of a 529 Plan
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…
