T. Moore Financial

Are you wondering if the interest you have been getting in your money market accounts over the past couple of years is about to change? Check out this insightful conversation we had with Vanguard and get their insights on the changing interest rate landscape over the coming months.

Vanguard - Is it Time to Reevaluate Money Market Investments? Join Randy Larson, 25 Financial Advisor and our partners at Vanguard, Keenan Graham and Patrick Hogan, to discuss the changing landscape of Money Market acco...

Last week I traveled to New York on a due diligence trip to one of our new investment partners. It was incredibly enlightening as we toured some of the office buildings they recently acquired and are renovating. Grateful for all of our real estate investment partners that offer our clients a wide range of investment opportunities in various sectors!

It's been a wild week for the markets, but what do these days look like in context? I wrote a piece for our blog at 25 Financial that puts moves like we've seen recently in context. https://buff.ly/3yvjWoI

Here are some great options for accredited investors to consider when trying to mitigate high income taxes https://25financial.com/tax-mitigation-strategies/

Good advice here, and the bottom line for retirement planning is to simply have a plan! Save something, save early, and save often. Needing some extra help planning or figuring out when the best time to retire could be? Let me know, I'd love to help!

New study reveals majority of Americans turning 65 soon are not financially prepared to retire This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not f...

Sound advice from my friend Dave Simons

Simons Says Quick Hit: How To Stop Breaking Investment Resolutions! Have you already broken your New Year’s resolutions? You are definitely not alone. The reason why so many people can’t stick with their resolutions is beca...

It's been a minute, but it's a new year and maybe it's time for you to take a look at your financial plan! I'm accepting new clients in 2024, and can give you a complimentary analysis of your current portfolio so you can be sure you are investing in the best options to reach your goals at the lowest possible internal expenses.

Feel free to schedule an initial conversation and let's see if I can help you achieve your retirement and other financial goals!

https://buff.ly/4bwBwrg

https://www.linkedin.com/events/oasisinternationaland25financia7088184766914560000/

Looking forward to this event opening our new building & also supporting a great cause!

Oasis International and 25 Financial Community Building Event | LinkedIn We invite our Kirkwood neighbors to stop by and welcome the 25 team to the neighborhood, as well as meet and welcome several refugee families to their new home in St. Louis. We will have a special message from the Oasis team and 25 Financial Partners at 12:30PM. There will be food trucks, DJ Slim sp...

☂️ Not sure what type of life insurance or how much coverage you need to replace your income to support a surviving spouse or your children?

Stop procrastinating and send me a message, I can get you a recommendation and quote fast.

The market has certainly been on a roller coaster ride this year, and many people are asking if we are already in or going into a recession. Our friends at Vanguard published this midyear report back in July giving their outlook on the markets and where we may be headed from here.

If you are worried about how all of this is affecting your portfolio and don't know who to ask, please reach out. It's better to ride a storm out with someone who can help you develop and then stick to your plan.

The latest news for you You don't want to miss this. 25 Financial | 214 N. Clay Avenue, Suite 210, Kirkwood, MO 63122 Unsubscribe [email protected] Update Profile | Constant Contact Data Notice Sent by tim.moore@25

Having a great time with our clients at our 2022 Accredited Investor Symposium

This is really a thing? We make everything a national holiday in this country!

But if you need help with yours, let me know 😉

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https://buff.ly/3Rz8Y62.

It was a great couple days at the team retreat! Lots of sun, swimming, and good food.

Fun event with 25 tonight getting to speak with physicians and business owners. The food wasn’t bad either!

Some are calling the large number of Americans who changed careers over the past 2 years the “Great Resignation”, and the statistics show that this has been one of the most transient periods in our nation’s history.

Do you have an old 401k or 403b from a previous employer? Let’s make the most of the opportunity and roll it into an IRA that you control and have more options at your disposal! A Roth conversion may also be a strategy you want to consider.

Bottom line: you made the move, now don’t forget to move the rest!

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I had a wonderful weekend celebrating with these two. I’m so blessed to be called “daddy” by them, and I’m grateful to still have my dad always cheering me on. I know many are not as fortunate. I hope you all had a wonderful Father’s Day and feel blessed yourself!

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We were able to hear directly from the team at Vanguard today at the 25 Office about our portfolio models and how we are strategically setup to respond the season we are in with the markets and in the future. I’m grateful for the strategic partnership our firm has with this benchmark investment firm, providing exceptional quality at the lowest cost to our clients.

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Listening to this guy give a great talk to fellows at KU Medical Center

To say the market has been challenged this year is an understatement. But we've been here before. The S&P 500 entered into bear market territory last week, which is quite common, it happens on average every 4 years. The best thing a prudent investor can do is to use this time to their advantage.

Dollar-cost averaging is something that millions of investors do every month when they automate dollars from their paycheck into their 401k's and IRA's. You average in over time, and when there are downturns, you buy in at lower prices.

Here is a great chart that shows the power of this principal. Let's say you invested $100 per month into the S&P 500 since 2007 (before the great recession). You would have immediately experienced pain watching your account get cut in half over the following 2 years. But guess when the best purchases ended up being? During the crash!

Make a plan today and be a long-term investor, your future account will thank you.

source: https://awealthofcommonsense.com/2022/05/the-best-investment-strategy-for-this-market/?fbclid=IwAR3gYZqlq2ojGx_zZt9hjN0BYmd0eoh2JlCdwMiTpsBnyaE6TuXg-ezIqAQ

It's a beautiful start to the week!

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Happy Friday!

Headed to to meet with a capital management group to learn more about their projects and how we can continue to provide greater investment options to our clients!

Insightful research for physicians, business owners and other high income/high net worth investors to consider

4 Reasons Physicians Should Consider Alternative Investment Funds 4 Reasons Physicians And High Net Worth Investors Should Consider Alternative Investment Funds in Their Portfolio. Learn More at 25 Financial.

The S&P 500 had a total return of 266% during Tom Brady’s playing career. It lost 7.5% during his short retirement. Glad the GOAT is back! I guess we need to start a

I've said it a million times, it's not about "timing" but "time-in". Check out this great article written by one of our founding partners on the importance of disciplined investing.

https://25financial.com/outrun-investors-with-disciplined-investing/

Disciplined Investing Seeks to Outrun Investors - Diversified Investing Our comprehensive wealth management for physicians, business owners, & high-net-worth accredited investors seek to build disciplined investing strategies.

🛢️🛢️🛢️🛢️🛢️🛢️🛢️🛢️🛢️

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https://buff.ly/3pMh7bx

I work alongside a great team of advisors and financial professionals that work tirelessly to ensure YOUR needs are being met. Consider partnering with us to be your financial CFO, and let's find that elusive 25th hour in the day together!

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Meet the 25 Physician Financial Advisor Team - Doctor Financial Advisors Meet the 25 physician financial advisor team - financial advisors for doctos, business owners, & high-net-worth accredited investors.

There's never a shortage of headlines, and recent headlines have the stock market on a wild ride.

Is any of this recent volatility leaving you unsettled? What questions do you have about how this is affecting your money? Post your 💬 questions or concerns in the 📢 comments and let's start a conversation!

T. Moore Financial updated their phone number.

If you have to move around a lot, inflation is likely hitting you the hardest. A quick look at these sectors shows how inflation acts as a regressive tax.

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