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Brookhaven Chamber of Commerce Spotlights Moore Invested
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…
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The Jackson Family’s Favorite Vacation: Grand Cayman
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,…
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Annuity Buyers Beware: Part 3, Surrender Charges
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…
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Market Update – July 2025
Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary Strong Q2 Earnings & Trade Agreements Send Stocks to All-Time Highs Stocks climbed to new highs in July, with the S&P 500 and Nasdaq both logging six consecutive record closes late in the month. Investor sentiment improved after better-than-expected Q2 earnings and…
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One Big Beautiful Bill Act
President Trump signed the One Big Beautiful Bill Act into law on July 4, introducing tax changes that could affect your retirement planning strategy. If you’re nearing retirement or helping adult children with education costs, these updates may reduce your tax burden in your final working years. Executive Compensation May Get Relief Two provisions could…
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Time Well Spent – On and Off the Course
One of my favorite things to do these days is play golf with one of my kids. It’s not just about the game—it’s about the time together, the conversations between holes, and the memories made on and off the fairway. This photo was taken on the first tee at the iconic Ocean Course on Kiawah…
