Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones […]
A new year is a fresh start — and the perfect time to get your finances in shape. Learning from common money mistakes can put you on the right track and help you make smarter choices all year long. Money Mistakes To Avoid You don’t need to wait for January 1 to start your New […]
Early on in your career, it’s easy to put off retirement planning as something you don’t need to worry about yet. Even later, as they approach retirement age, many people procrastinate on their planning. That procrastination comes at a real cost, though. Waiting to begin retirement planning can lead to missed opportunities, higher-risk investments, and […]
View The Real Cost of Procrastination: Why Waiting on Retirement Planning Could be Costly
Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending Monthly Market Summary The S&P 500 Index rose +2.3% in October, bringing its year-to-date return to +17.5%. Large Cap Growth stocks gained +3.6% and outperformed the index, while Large Cap Value returned +0.4%. Major stock indices set new highs, with the S&P […]
There are several types of individual retirement accounts (IRAs). Among the most popular is the Roth IRA. It allows you to invest taxed earnings in certain assets and withdraw those funds, tax-free, in retirement. The Roth IRA is available to most workers with some restrictions. What Is a Roth? A Roth IRA is a type […]
We’re thrilled to announce that Moore Invested is expanding once again — and with growth comes great new talent! Please join us in welcoming our new Marketing Assistant to the team. As our firm continues to evolve and reach new heights, adding a passionate, creative professional to our marketing department marks an exciting step forward. […]
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 […]
“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: […]
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, […]
View Living Life with an Upside: Team Outing at the Tour Championship
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 […]