Stephen Haney, CFA®
Financial Advisor
Mark A. Rioboli, CFP®, CFS
Principal & Wealth Manager
Modera Named a Best Place to Work in Money Money by Pensions & Investments
Modera Wealth Management, LLC was named a Best Place to Work in Money Management for 2020 by Pensions & Investments. Modera won this award in 2012, 2016, 2017, 2018 and 2019 as well.
Patrick D. Runyen, CPA/PFS, CFP®
Principal & Wealth Manager
Charles P. Boinske, CFA®
Principal, Wealth Manager, & Chief Visionary Officer
The ABCs of RSUs (Restricted Stock Units)
Do you work for an employer that granted you restricted stock units (RSUs)? This form of non-cash compensation has become increasingly popular among start-ups and Fortune 500 companies alike that are using RSUs to lure new hires and retain senior executives to create a culture of ownership. As employers continue to grant fewer stock options than in years past, the granting of RSUs is becoming more common.
Season of Gifting: Financial Support for Family Members
We have all given and received gifts throughout our lives, whether it be for the holidays, birthday, wedding, baptism, or bat mitzvah. Anywhere from $20 to $1,000, these gifts do not require reporting or significant planning.
How COLA Can Affect Social Security Benefits
During 2020, an estimated 65 million people in the United States will receive over one trillion dollars in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,514. That is a big financial help for many. Unfortunately, Social Security recipients are not seeing much of an increase in their checks these days. The Social Security Administration uses its official Cost Of Living Adjustment, or COLA, to determine how much these benefits increase each year
Modera Ranked Among Barron’s Top 100 RIA Firms
Modera Wealth Management LLC is proud to announce that it ranks among Barron’s Top 100 RIA firms, as reported in its September 14th, 2020 publication.
Heading South for Winter
The weather is starting to get chilly and, for many, it’s that time of year to pack your bags and head south for the winter. With the pandemic as a new factor, there are a few things to consider on top of the usual checklist: