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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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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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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…
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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…
