-
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…
-
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…
-
Moore Invested Now Managing iFolio’s 401k
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…
