Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to […]
2026 Themes Bull market is long is “Long in the Tooth”, but environment remains positive. Midterm elections bring politics back into the forefront. AI infrastructure is old news, what is the next iteration? Speaking of the next iteration… Natural gas is trouncing oil and no one has noticed. After years of underperformance, international investments are […]
Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones […]
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 […]
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 […]
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 […]
View The Real Cost of Procrastination: Why Waiting on Retirement Planning Could be Costly
Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending Monthly Market Summary The S&P 500 Index rose +2.3% in October, bringing its year-to-date return to +17.5%. Large Cap Growth stocks gained +3.6% and outperformed the index, while Large Cap Value returned +0.4%. Major stock indices set new highs, with the S&P […]
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 […]
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 […]
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, […]
View Moore Invested Attends the 2025 Arkadios Capital National Conference