Announcements: Introducing the Modera Client Hub App

We’re excited to introduce the Modera Client Hub app. The app will allow you to view your portfolio balance and other key investment reports directly from your phone or tablet. Modera App Download Instructions 

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Featured Videos:

Proactive 2020 Tax Planning

Informative perspectives on tax planning for 2020, from Modera’s Pete McKenna,CFP®, MBA.

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Time to Update Your Estate Plan?

Informative perspectives on estate planning by Modera’s Dina Megretskaia, CFP®, EA

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