Real Estate – The Buyer’s Market
How to navigate a hyper-competitive, seller’s market as a buyer and find your next property.
Ansley Real Estate
February 17, 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
How the Great Resignation Can Be Great for Your Retirement Planning
As the Great Resignation rolls on, top corporate talent continues to be courted with novel incentives ranging from 4-day work weeks to subsidies for emergency
Brad Robinson
February 15, 2022
Xennials & Crypto: Is It a Good Match?
If Boomers used the stock market to unlock generational wealth and Gen Z is bringing meme culture to the world of finance, where do Xennials
Ian Clemens
February 11, 2022
Discover Who CornerCap Is
CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
Ian Clemens
February 8, 2022
Are 529s the Secret Weapon in Your Family’s Financial Plan?
Do you pay K-12 private school tuition? If so, did you know that you can “pre-pay” part of your child’s private school tuition in a
Ian Clemens
February 3, 2022
Should You Be Exploring Long-Term Care Insurance for Your Aging Parents?
As parents get older, a question looms large over their adult children: “How will I care for my aging parents?” For many, the idea of
Ian Clemens
January 26, 2022