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Anna Lui

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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.

2019 Q3 Investment Perspectives

What a difference a year makes. A year ago, we were in the midst of a stock market rout. Recall that the S&P 500 fell 13.5% in the fourth quarter of 2018, as the Fed was still considering rate increases and the trade war with China was just beginning.

2019-10-17T19:11:20+00:00Our Take on the Market|

Keatley Wealth Management has Merged with Modera

Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera.  The merger was official as of January 1, 2020. This merger further strengthens both firms’ already robust capabilities in offering fee-only financial planning and investment management. The entire Keatley Wealth Management team has joined Modera.  And while they continue to serve clients out of their Colony Road office, they now have access to additional resources, including state-of-the-art technology and the many Modera advisers who specialize in supporting clients with unique needs.

2020-01-16T14:45:37+00:00Good to Know|

Nourishing Dignity

As part of Modera’s annual day of service, volunteers from our Massachusetts' office served meals at the Women’s Lunch Place, a local organization dedicated to providing a safe, comfortable daytime shelter, nutrition support, and

2019-08-12T18:22:17+00:00Community, Massachusetts, Modera|

Holiday Giving in New Jersey

Modera New Jersey sponsored 50 children from The Phoenix Center, a non-profit school serving the educational, behavioral, and therapeutic needs of students, ages 5-21, who have significant developmental disabilities and/or/are on the autism spectrum.

2019-08-12T15:18:09+00:00Community, Modera, New Jersey|
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