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 […]
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 […]
We’re growing — and we’re thrilled to share a major milestone in our journey. Moore Invested is proud to announce that we are officially moving October 1st into our brand-new office space on Ravina Drive in Atlanta. With nearly 3,000 square feet of modern workspace, this expansion marks an exciting new chapter for our company and the […]
View Big Moves: Moore Invested Expanding into New Office Space on October 1
One of my favorite things to do these days is play golf with one of my kids. It’s not just about the game—it’s about the time together, the conversations between holes, and the memories made on and off the fairway. This photo was taken on the first tee at the iconic Ocean Course on Kiawah […]
A Summer Escape to Waynesville, NC – Our Home Away From Home One of my favorite parts of summer is taking time to slow down, unplug, and enjoy a little escape with my family. And for us, there’s no better place to do that than Waynesville, North Carolina. Just a short three-hour drive from Atlanta, […]
At Moore Invested, we’re not just talking about financial strategies — we’re reimagining why we do what we do. This past week, our team dove deep into the Osborn-Parnes Creative Problem Solving method to refine our value proposition. From fact-finding to idea generation, we explored bold questions like: What truly sets us apart? How do […]
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 […]
April 15th is just around the corner, but if you reside in Georgia, the tax deadline has been extended until May 1st because of hurricane relief. If you haven’t started thinking about tax planning, now is the time! At Moore Invested we know tax season can feel overwhelming, but with a little preparation, you can […]
View Tax Planning Before the May 1st Deadline: What You Need to Know
Happy Anniversary Moore Invested, we couldn’t have done it without you—our valued clients, partners, and team. Over the past year, we’ve helped individuals and families build stronger financial futures, navigate market changes, and achieve their wealth goals with confidence. Your trust and support inspire us to continue delivering expert guidance and personalized strategies for years […]