AI and Geopolitics Continue to Drive Markets Monthly Market Summary The S&P 500 Index gained +5.3% in May and set multiple new all-time highs. Technology led all S&P 500 sectors with a +16.0% return, followed by Consumer Discretionary (+2.6%) and Health Care (+2.5%). However, eight of eleven sectors traded lower, led by Energy (-5.6%), Utilities […]
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
Lately, it can feel like every investing conversation revolves around artificial intelligence, high-growth tech stocks, and whatever company made headlines this week. There’s certainly a place for innovation in a portfolio, but not every good investment needs to be flashy. Recently, we added two positions to client portfolios that play a very different role: T. […]
View Two (Non-AI) Dividend Stocks That Are Attractive Right Now
Retirement should be a time to enjoy the life you’ve worked hard to build, but getting there successfully often comes down to avoiding a few common and costly mistakes. Over the years, I’ve seen many hardworking people make financial decisions with the best intentions, only to realize later those choices created unnecessary stress, taxes, or […]
What Is IRMAA? IRMAA is one of those things that can catch people off guard in retirement. It’s an additional premium added to Medicare Part B and Part D when your Modified Adjusted Gross Income (MAGI) exceeds certain thresholds. What makes it tricky is the timing. IRMAA is based on your income from two years […]
View Understanding IRMAA: Why Income Planning Matters in Retirement
One thing I’ve learned over the years is that the investment world is full of predictions. Every day there’s a new forecast about where the market is headed, whether a recession is coming, or which investment will outperform next. Some of those predictions will inevitably be right, but many of them won’t be. That’s one […]
View Investment Research: Why I Rely on Data, Not Predictions
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 […]
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 […]
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 […]
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 […]