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2026 IRA and Retirement Plan Contribution Limits
Whether retirement is a long way off or right around the corner, planning for it is never set-it-and-forget-it. The Internal Revenue Service (IRS) often increases Individual Retirement Account (IRA) and 401(k) contribution limits to account for inflation. And you need to know that because if you don’t increase your own contributions, inflation may leave you…
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Market Update – Q4 2025
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…
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2026 Market Themes
2026 Themes Current Bull Market Growing Old We are over three years into a strong bull market. Well past the average. Source:Ned Davis Research ________________________________________ Interest Rate Environment is Favorable Stocks tend to do well when cutting interest rates after a pause in rates. Source:Ned Davis Research ________________________________________ The Market Really Loves Midterm Elections Midterms…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
