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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.

The True Value of Financial Advice

As financial advisers, we get asked a lot of challenging questions: “How do I make sure I’ll have enough money for retirement?” “What’s a good strategy for lowering my tax burden?” “What’s the best way to pass my business on to my children?” “How aggressively should I invest?” “What if the markets have a downturn?”

2020-01-02T22:17:33+00:00Good to Know|

Why Diversify and Rebalance?

We recommend that one should strive to build a diversified portfolio of various assets whose returns don’t all tend to move in the same direction. If one asset class “zigs” while others “zag,” you can potentially offset some of the impact of the declining asset. This often conjures up the old saying “don’t put all your eggs in one basket.”

2020-01-17T00:10:48+00:00Good to Know|

What’s the big deal about having a trust anyway?

“What’s the big deal about having a trust anyway?” This is a question I’m often asked in client meetings, though not always in such a brash fashion. Usually the topic of trusts comes up after a client hears that a friend has set one up, which piques my client’s interest.

2020-01-17T00:11:53+00:00Good to Know|

Getting the Most Value from College

The price of a college education has risen dramatically over the last few decades – in many cases far beyond the rate of inflation. For example, a $3,000-per-year tuition in the early ‘70s translates to just over $18,000 in today’s dollars. But when I researched a well-known college that cost $3,000 a year back then, I found it now charges between $31,864 and $35,086 a year. And that’s far from the most expensive one.

2020-01-17T00:12:51+00:00Good to Know|

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|
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