Timothy Clark
Principal & Wealth Manager
Why Law School?
The intellectual challenge of helping clients plan amid intersecting financial systems makes the job of a financial planner extremely fun. And for me, going to law school was about learning another system/lens through which to make sense of financial decision-making.
Thomas Ausfahl, CFP®
Principal & Wealth Manager
Elizabeth Brozena, CFP®
Financial Advisor
Fights Over Estates Can Tear Families Apart
According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.
Documents: Store or Shred?
Technology is increasingly important in helping to organize our lives. But some things are still done by pen and paper.
Inflation is Back: Any TIPS to Fight It?
We all know the years 2020 and 2021 have been a period for the record books. May you live in interesting times, as the saying goes.
Decanting a Trust
Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?
Modera is Ranked Among Barron’s Top 100 RIA Firms
Modera Wealth Management, LLC (Modera) is proud to announce that it ranks among Barron’s Top 100 RIA firms.
Ask the CIO: Let’s chat a bit about bitcoin
Sure, there may be some people who want to bet on it, but unfortunately, that’s exactly what it is – a pure bet.