A common misconception many people have is that financial planning is just about investing or planning for retirement. I admit, just a few years ago, I was one of those people.
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.”
Modera’s Kelly Henning and Mindy Cleaveland share their thoughts on longevity and its considerations when formulating a financial plan.
Modera's Robert Sinsheimer discusses the potential tax considerations when selling your home.