Modera Wealth Management
Modera Wealth Management

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Not All Indexes Are Created Equal

This Article was first published on RetirementInvestor.io. If we truly want to discuss the “market”, we need to define it, and one way to measure the performance of a particular market is by looking at an index.

2022-03-14T15:20:15+00:00Good to Know|

Common Financial Planning Mistakes

“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.

2022-04-14T21:02:22+00:00Good to Know, Retirement|

Coffee Talk with a “Sometimes Fiduciary”

I took a little time away from the office to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too. As I sat down to enjoy my newspaper, I couldn’t help but overhear a conversation next to me between a “financial advisor” and a prospective client.

2022-02-08T15:16:14+00:00Good to Know|

A Guide to 401(k) Plans for Small Business Owners

As many of our clients grow their businesses, we have helped them replace their existing company retirement plans with 401(k) plans.  In general, 401(k) plans can provide more options and flexibility than other types of retirement plans.  Here, we will explore some of the key attributes of 401(k) plans and the potential benefits they can provide on both a personal level and in various aspects of managing your business.

2022-02-01T20:23:04+00:00Business Owners, Good to Know|

Why Law School?

The intellectual challenge of helping clients plan amid intersecting financial systems makes the job of a financial planner extremely fun. And for me, going to law school was about learning another system/lens through which to make sense of financial decision-making.

2022-05-03T13:58:08+00:00Good to Know|
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