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.
Growing up, I was fortunate to have had a financial role model in my mom, who taught me, from the time I was very young, how important it is for a woman to take control of her finances.
ESPP – While the acronym and the spelled-out version - employee stock purchase plan – don’t sound particularly exciting, the financial rewards can be. That’s because, under most circumstances, people whose employers (publicly-traded companies) offer an ESPP can profit by using this benefit strategically
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.
Chuck Roberson has participated for 3 years – every year since he's recovered from cancer – in the Cycle for Survival, an indoor spinning event held at Equinox gyms across the country. This event
Volunteers from Modera New Jersey served lunch at the Bergen County Homeless Shelter as part of our annual day of service.
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
Each Modera office participated in the 2019 Wear Blue to Work Day, wearing blue and serving treats with blue wrappers to raise awareness of autism.
Participants from Modera New Jersey took part in Muckfest 2018, a 5K mud run course, to raise funds for multiple sclerosis.
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.