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A Quick Look at the Current Interest Rate Environment, and How to Use It
In recent weeks, interest rates have been front and center for market participants. The chart below shows the Treasury yield curve in June, August, and September. The yield curve illustrates the interest rates investors can earn on U.S. Treasury securities across different maturities. As you can see, rates have risen across the board, with particularly…
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Smart Moves Before Fall: A Late-Summer Retirement Check-In
As summer winds down, it’s a good time to take a step back and review where things stand financially. For those approaching retirement, that may mean checking whether your portfolio is positioned for the transition ahead. For those already retired, it can be an opportunity to review your income plan, taxes, investments, and healthcare costs.…
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Should You Keep Investing After You Retire?
Much of the financial advice you’ll hear is focused on reaching retirement. For years, the goal is to save consistently, invest wisely, and build enough wealth to leave the workforce with confidence. But once retirement begins, many people find themselves asking a different question: What should I do with my investments now? The reality is…
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5 Income Streams That Can Support Retirement
Retirement changes the way income works. Instead of relying on a paycheck, retirees often need to create their own system for generating income from several different sources. That makes retirement income planning about more than accumulating a certain amount of savings. It is also about determining where income will come from, how reliable each source…
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The Biggest Retirement Planning Mistakes People Make in Their 50s
When it comes to retirement, starting to save and invest as early as possible is the common advice. However, the decisions you make in your 50s may have the biggest impact on how comfortable your retirement will be and the lifestyle you can afford. Because of this, your 50s are considered the “retirement red zone.”…
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Investing in the Future: Welcoming Summer Intern Sumner Kirsch to Moore Invested
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…
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Market Update – January 2026
Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary Economic Activity Remains Solid Despite Weak Sentiment Economic data continues to highlight a widening gap between how people feel and how the economy is performing. Measures of real activity, such as retail sales and industrial production, indicate the economy ended 2025 with solid momentum. In…
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Market Update – Q4 2025
Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to…
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Market Update – November 2025
Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The Market’s Tug-of-War with the Federal Reserve The stock market was volatile in November as the Federal Reserve managed investor expectations for a December rate cut. The volatility started after the Fed’s late-October meeting, when Chair Powell…
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Avoid These 9 Common Money Mistakes Before Year-End
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…
