Client Resources2021-01-29T20:06:57+00:00

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Please visit our Tax Center for important information for you and your tax preparer. We will continue to provide updates there throughout the 2020 tax season, so you may wish to bookmark the page on your browser for easy reference.

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Modera Insights

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

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What’s Fly Fishing Got to Do with Investing?

When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others

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Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

“Insurance is interesting,” said no one ever

Let's talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle.

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