Announcements
Thank you again for participating in our 2020 Client Survey that went out at the end of last year. Your responses helped to re-affirm what we are doing well. They also provided invaluable insight on how we can better tailor our services to meet your needs.
We’ve identified some immediate next steps and will continue to incorporate your feedback throughout the year.
Modera Insights
2021 Q4 Investment Perspectives
Happy New Year. What a year we had in 2021. Between the headlines with GameStop, Tesla, Bitcoin, oil prices, interest rates, inflation, Delta, Omicron, boosters, supply chains, PCRs, MRNA, ESG, and other various letters in the Greek alphabet, it was hard at times to think about the long-term. However, that’s what we do and what we want to emphasize - the long-term benefits of investment planning and strategies – while also giving some context to the current headlines dominating the news.
Advisor Reflections: Five Ways To Stay Organized in 2022
Reducing our mental load is important as we head into 2022, especially after the past two challenging pandemic years. As a result, I’ve listed five tips I’ve used to keep on top of things during pandemic life.
MoneyGeek.com: Financial Support for Families With Children Diagnosed With a Chronic or Terminal Illness
Mindy Neira shares insights and advice to help parents navigate caring for a child who has been diagnosed with a chronic or terminal illness and finding financial resources to help with medical service and treatment. All this and more resources in this guide by Erin C. Perkins for MoneyGeek.
Should I Lease or Buy My Next Car?
There’s not a simple answer when it comes down to buying vs leasing. The decision depends on both your personal and financial situation. In this article you'll find some points to ponder as you consider whether to buy or lease your next car.
NJ.com: How can I choose the best 529 plan for my grandkids?
Considering a 529 plan for your grandkids but not sure how to get started? In this Q&A article Michael D. Gibney, CFP®, AIF® helps to dissect this question and shares resources and considerations in determining how to make the right selection for you and your situation. Article by Karin Price Mueller for NJ.com.
Fights Over Estates Can Tear Families Apart
According to Cerulli Asssociates, over the next quarter century, roughly 45 million U.S. households will collectively bequeath $68.4 trillion to their heirs.