Can You Take Your Child’s 529 to the Moon?
For the early stages of a child’s life, new parents often focus on vital needs: health, shelter, and safety. That’s why baby shower wish lists
Merriweather Mulé
June 29, 2021
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
China and Armoires and Silver, Oh My!
I’m writing to you from the dashboard of a U-Haul, which I rented to transport the contents of my mom’s condo after moving her to
Paul Barlow
June 23, 2021
Market Insights: Inflation Fears Abating?
Inflation is one of the biggest long-term threats to wealth generation. That’s why, for investors, the rise in inflation since February is getting such headlines.
Cannon Carr
June 14, 2021
The Art of Retirement
“I need a retirement from my retirement.” Sandra Day O’Connor’s quip may sound absurd when you’re at the height of your career and dreaming of
Cannon Carr
April 21, 2021
How to Inspire Kids to Invest
How to Inspire Kids to Invest Not every middle schooler who shows an interest in the stock market will end up pursuing a career in
Philip Baker
April 14, 2021
Mo Money, Mo Problems? Tips on Raising Fiscally Responsible Kids
Comedians Jerry Seinfeld and Kevin Hart know the struggle of raising wealthy kids. When Seinfeld’s kids ask him if they’re rich, he unabashedly tells them
Ray Peebles
March 31, 2021