Stocks Trade Higher on Strong Q2 Earnings & Trade Deals Monthly Market Summary The S&P 500 Index rose +2.3% in July, pushing its year-to-date return to +8.4%. Large Cap Growth stocks led with a +3.7% gain, while Large Cap Value gained +0.6%. Utilities was the top-performing sector, with the Technology, Industrials, and Energy sectors also […]
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 […]
Exciting news from the Moore Invested team! We are thrilled to announce that we are now managing the iFolio 401k! It’s an honor to support such a forward-thinking platform and help bring long-term value to their team and stakeholders. A big thank you to Jean Marie Richardson for a great meeting —your leadership and vision […]