Is Your CPA a Historian or a Consultant?
Is Jack or Diane the Better CPA for You? There is no one-size-fits all answer to this question.
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
Coulda/Shouda/Woulda: Disability Insurance and the Business Owner
This question-and-answer article is designed to help small business owners better understand the disability insurance/wealth management relationship.
“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.
Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment
Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020
Tina McCullough, FPQP®
Senior Portfolio Administrator
Suzanne Malik, FPQP®
Senior Client Service Advisor
Leslie A. Young, ChFC®, AEP®
Senior Client Service Advisor
Diana Cecere
Executive Assistant
Janice Conner
Senior Office Manager