Moore Invested

05/28/2026

We’re excited to welcome Sumner Kirsch to the Moore Invested team this summer! Sumner is a Finance student at the University of Georgia, a member of UGA’s Institute for Leadership Advancement, and the Executive Director of Jam in the Streets, a beloved Athens charity music festival that gives back to the community through music and service. At Moore Invested, we believe internships are about more than just gaining experience, they’re about mentorship, leadership, and helping students discover how they can make a meaningful impact in the world through their careers. We’re proud to provide hands-on learning opportunities in wealth management and financial planning, and we can’t wait to see all that Sumner accomplishes this summer.
Please join us in giving him a warm welcome to the Moore Invested family!

Moore Invested welcomes University of Georgia finance student Sumner Kirsch for a summer internship focused on wealth management, financial planning, leadership, and hands-on learning experience.

05/27/2026

I’ve found that the people who enjoy retirement the most aren’t necessarily the ones with the biggest portfolios. They’re the ones who built a plan that gave them confidence long before they stopped working.

Retirement should feel freeing. It should feel like having the ability to enjoy dinner with family without stressing over the market. Taking the trip you always talked about. Spending time on what matters most instead of worrying about every financial decision.

That kind of freedom rarely happens by accident.

In my perspective, there are a few things that make a real difference:
• Having a clear understanding of what you need your retirement to support.
• Creating dependable income instead of relying purely on guesswork.
• Keeping debt from following you into retirement.
• Planning for taxes before they become a problem.
• Staying invested with purpose instead of reacting emotionally to headlines.

I also believe retirement works best when you’re retiring toward something meaningful like your family, your faith, your passions, your time, or your peace of mind.

Because at the end of the day, retirement isn’t just about leaving a career behind. It’s about having the freedom and confidence to fully enjoy living life with an upside.

05/22/2026

Artificial intelligence may be dominating headlines, but good investing isn’t about chasing whatever is popular at the moment. Sometimes the better opportunities are found in strong companies with dependable cash flow, attractive valuations, and a history of rewarding shareholders over time.
In my latest Insights post, I share two non-AI dividend stocks that I believe deserve attention right now, and why steady fundamentals still matter in a market driven by hype.
Learn more here: https://mooreinvested.com/two-non-ai-dividend-stocks-that-are-attractive-right-now/

05/20/2026

Interest rates may change, but your strategy doesn’t have to chase every headline.
One approach I often discuss with clients is bond laddering, a way to structure fixed income investments with staggered maturities that can help create steady income, flexibility, and opportunities to reinvest over time.
Instead of trying to predict where rates are headed next, I believe in building strategies designed to work through different market environments. Sometimes the best plan isn’t about reacting, it’s about staying consistent.
If dependable income and long-term confidence matter to you, a bond ladder may be worth exploring.
At Moore Invested, I’m here to help you build a plan that fits your life and goals. Because when life has an upside, your portfolio should too.
Learn more on our blog: https://mooreinvested.com/consistency-in-an-uncertain-market-why-i-often-recommend-bond-laddering/

05/18/2026

Thank you for sharing your adventure in New York, Chuck, and congratulations on your Edgar Award nomination.

05/07/2026

There’s nothing more meaningful than hearing how our work has impacted someone’s life beyond the numbers. We’re incredibly grateful for clients who trust us with such an important part of their future, and even more thankful for the relationships built along the way.

Helping people pursue a life with an upside is why we do what we do every day. Thank you for the kind words and continued trust.

https://mooreinvested.com/a-heartfelt-thanks-from-our-client/

05/05/2026

Happy Cinco de Mayo from our Moore Invested team!

04/30/2026

Markets can be emotional. At times, optimism runs high. Other times, fear takes over. I’ve found that when everyone is leaning in the same direction, it’s often worth slowing down and taking a closer look.

Some of the best opportunities can appear when others are reacting instead of thinking long-term. That doesn’t mean ignoring risk; it means staying disciplined when emotions are driving decisions.

I believe successful investing often comes from patience, perspective, and the willingness to think independently when the crowd is rushing to extremes.

This is one of our core values that helps us keep living life with an upside.

Discover more of our core values on our website: https://mooreinvested.com/core-investing-values/

04/28/2026

When I help clients plan for retirement, I always remind them that Medicare premiums deserve more attention than most people realize.
IRMAA is an income-based surcharge, and it’s determined using income from two years prior. That means a financial decision you make today could impact what you pay later.
In my experience, retirement planning isn’t just about how much income you have; it’s about when and how you recognize it. Thoughtful strategies like timing withdrawals, managing capital gains, and considering Roth conversions can help reduce the risk of unnecessary premium increases.
Good planning helps create fewer surprises and more confidence in retirement, so you can keep living life with an upside!
Read more on our Insights page: https://mooreinvested.com/understanding-irmaa-why-income-planning-matters-in-retirement/

04/24/2026

Had a great time this week at the Arkadios Partners Summit. Always valuable to step away from the day-to-day and connect with others who are equally committed to growing and refining what they do. Really enjoyed spending time with Rob Douglass from Corbet Capital Advisors and Jamie Harmon at Waveland Capital Partners. Experiences like these are what make events like this worthwhile - sharing ideas, perspectives, and a few laughs along the way. Grateful for the opportunity to be part of such a strong network and looking forward to what’s ahead. Tom Moore