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Anna Lui

|Anna Lui

About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

Financial Planning for a Loved one with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

2019-06-14T17:17:28+00:00Good to Know|

I’ve been named as the executor for my parents. What does that mean?

Your parents are updating their wills and possibly their trust documents, and they ask you a huge question: “Will you be the executor of our estate?” You may be honored and flattered that they trust you enough to give you that responsibility, but you may also be petrified because you do not know what it entails, and it sounds like it could be too much responsibility.

2019-06-14T17:06:08+00:00Good to Know|

Planning Checklist for Those You Care About Most

This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisers. The time to get these professionals involved is before an event occurs – plan ahead.

2019-06-14T17:09:57+00:00Good to Know|

Your Portfolio Should Never Walk Alone

For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.

2019-06-14T17:10:38+00:00Good to Know|

2019 Q1 Modera Market Perspectives

Record is our word of the quarter. It describes the first quarter of 2019 and the fourth quarter of 2018, both of which were historically extraordinary performance quarters for the stock market, both up and down. The word record may also describe Modera Wealth Management because we often sound like a broken one when we say: “Stick with your financial plan, and do not try to time the stock market.”

2019-06-14T17:13:51+00:00Our Take on the Market|
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