About Joy Zaykoski

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So far Joy Zaykoski has created 95 blog entries.

Proposed Tax Plan: Preliminary Perspectives

The Biden administration and the U.S. Treasury have recently announced several tax proposals, with policy debate now underway in both houses of Congress. Clarifications and details will emerge over the coming months as some proposals are amended or eliminated and new provisions considered. Any final legislation will likely differ from its current form. We are sharing our preliminary perspectives in this communication.

2021-06-03T21:42:28+00:00Good to Know|

How I Organize My Money

Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers. I use the information below for personal reference and I thought you might find it useful. I pay attention to my budget and organize my money by waterfalling it into different “buckets”

2021-04-21T18:53:27+00:00Good to Know|

The Street: Beware of the Pros and Cons of a HELOC

You might know the benefits of a home equity line of credit, but many homeowners don’t know about the pitfalls to avoid. Modera’s own Chief Investment Officer, George Padula, shares insights on some of the pros and cons of a HELOC in this article by Robert Powell of TheStreet.

2021-04-20T20:38:37+00:00Press Mentions|

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

2021-03-17T18:57:05+00:00Good to Know|

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

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