Key Questions to Ask Yourself Before Buying a Second Home
It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
Ian Clemens
April 19, 2022
Jeff Moeller
Head of Investment Analysis
It is very rare for wealth advisors to generate their own investment research, and doubly rare for them to invest in custom technology to apply that research. At CornerCap, we do both with the Fundametrics® methodology. Jeff oversees this proprietary investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios. Jeff also oversees investment decisions in the CornerCap mutual fund.
Education and Accreditation
- BS, Finance – Oklahoma State University
- Chartered Financial Analyst (CFA) Charterholder
Jeff's Insights & Resources
Considerations When Buying A Second Property
Advice from a real estate expert on what you should be considering when investing in a second property.
Ansley Real Estate
April 15, 2022
Discover How to Make Your Annual Bonus Work Harder for You
With the new year well underway and many of us getting restless from the winter doldrums, a bright spot for many corporate employees is that
Ian Clemens
March 16, 2022
Real Estate – The Seller’s Market
How to realize the potential of your property in a sellers market and the steps you should take to act on it.
Ansley Real Estate
March 14, 2022
New IRS Guidance on Inherited IRAs
The IRS issued recent guidance that proposes some new interpretations to the SECURE Act of 2019. Recall that one of the most despised changes made
Richard Bean, CPA, CFA
March 11, 2022
Rising Interest Rates
Sarah Daily discusses what rising interests rates mean in todays housing market and how to react.
Ansley Real Estate
March 9, 2022