Training the Street
Modera and our CEO, Tom Orecchio (a Lafayette college alum) are proud to have sponsored the participation of 51 Lafayette College students in a Finance Immersion Bootcamp from "Training The Street". During this 2-day bootcamp,
Drilling Down: Financial Considerations for Dentists
As financial advisers to many medical professionals, Modera has found that, when it comes to their finances, dentists have very specific needs. Here we address the three typical financial stages of a dental career and explain how a relationship with a Modera adviser can help to secure your financial wellbeing.
Giving Back Amid a Crisis
One of Modera’s core values has always included supporting our local communities. We are aware that many people are and will continue to be affected by COVID-19, and we want to do our part
U.S.News: 401(k) Mistakes Job Hoppers Make
Tom Orecchio, CEO, Principal & Wealth Manager at Modera was quoted in this U.S. News article about some common 401(k) mistakes when switching employers.
Forbes: How These 19 Founders And CEOs Are Leading During The COVID-19 Crisis
Modera CEO, Tom Orecchio, was quoted in this Forbes article about leadership during the COVID-19 crisis.
How the CARES Act Helps the Disability Community Affected by COVID-19
With a pandemic affecting the country, times have become even more uncertain for those who have a disability or other medical condition.
2020 Q1 Investment Perspectives
Andrà tutto bene. It is an expression being used increasingly across Italian social media amidst the severe COVID-19 breakout in that country. Translated, it means “everything is going to be all right.” It’s a message of hope, a message of strength, and a message of looking ahead to better days.
The Silver Lining: Opportunities and Planning Ideas During a Market Downturn
During periods of high market volatility, short-term negative impact to your investment portfolio can be unnerving, but there are also some planning opportunities that could allow you to take advantage of the situation and do not require you to make significant sacrifices in your investment portfolio. Here are some Silver Lining/planning strategies to consider.
CARES Act FAQ: Tax and Financial Relief for Individuals
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on Friday March 27, 2020. This piece of legislation is the third round of federal support in the wake of the COVID-19 outbreak in the U.S. It builds off the previous two bills passed to provide more support to individuals and businesses, including changes to tax policy. This is an aggressive action on the part of our government to aid in the challenges our economy faces. Additional measures are expected over time to continue to build on these supports.
Taxing Social Security: A Quick Guide to the Rules
Whether you’re close to retirement or already there, there are things you may already know about receiving Social Security. You may know that, in most cases, you will need to be at least 62 before you can start collecting. Sounds simple enough. But there are other rules regarding Social Security benefits, especially when it comes to taxation, that are more complex and often confusing.