Brookfield Renewable’s latest update reinforces the central theme we have been discussing with clients: electricity demand is strengthening meaningfully, driven by electrification, reindustrialization, digitalization, and AI. Management’s message was that this is creating a large and durable opportunity for scaled power providers, and that Brookfield Renewable enters this period from a position of strength, with […]

View A Quick Update from Brookfield Renewables Annual Meeting.

One of the questions I hear most often is, “How do I know if I’m really ready to retire?” While everyone’s situation is different, there are a handful of indicators I look for when helping clients determine whether retirement is financially realistic and sustainable. Retirement isn’t just about reaching a certain age, it’s about having […]

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At Moore Invested, we believe financial planning is about more than numbers. It is about people, relationships, and helping individuals build meaningful futures. That is why we are passionate about creating opportunities for the next generation of leaders and professionals. Through these opportunities, students gain valuable real-world experience in the financial industry. This summer, we […]

View Investing in the Future: Welcoming Summer Intern Sumner Kirsch to Moore Invested

One of our primary holdings is Marvell Technology. We wrote about the company in January, explaining what it does and how we believe it is well-positioned to be the backbone of artificial intelligence (AI) infrastructure. As it turned out, Nvidia was thinking the same thing and announced on March 31 that it would invest $2 […]

View Marvell – Nvidia Deal, Good News for Moore Invested Clients!

Divorce can significantly change your financial picture, especially if you and your spouse have different earning capacities. It’s important to understand your situation and be ready to advocate for yourself, as the decisions made during the divorce process will affect the rest of your life. Here’s how to prepare to limit the impact on your […]

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Money is a major source of stress for many Americans. If you want to improve your financial health this year, you’re not alone. The question is, where should you start? You don’t have to reinvent the wheel. Follow these seven simple steps to make progress toward your financial goals. 1. Get a Clear Picture of […]

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The housing market and its corresponding stocks have had a rough time over the last two years. Homebuilding equities fell substantially because high interest rates and low affordability cooled a once red-hot housing market. Meanwhile, the broader stock market indices kept going up. That difference has led to a situation where housing fundamentals and sentiment […]

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Understanding your tax responsibilities helps you manage your retirement income more effectively. Social Security is an important component of many retirees’ income, and most recipients will pay at least some tax on those benefits. How the IRS Taxes Social Security Benefits The Internal Revenue Service (IRS) determines your tax responsibilities using your combined income. This […]

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Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower, while Large Cap Value rose +4.6%. The Russell 2000 returned +5.4% and set new […]

View Market Update – January 2026

There are several types of Individual Retirement Accounts (IRAs), the most common being the traditional IRA and the Roth IRA. Each has its own rules for contributions, withdrawals, and taxes. Understand these differences to choose the plan that’s right for you. 1. You Can Have Multiple IRAs, but Maximum Contributions Are Cumulative The Internal Revenue […]

View 8 Things to Know About an IRA