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Our Insights

|Our Insights
Our Insights2019-09-10T13:53:33+00:00

Modera financial advisers enjoy sharing their experience and counsel in many ways. Here we provide a regularly updated list of articles on a variety of topics we hope will be of interest to you.

Tax Loss Harvesting – Finding the Silver Lining in Turbulent Markets

Short-term market returns are notoriously unpredictable (consistently inconsistent, you could say). When our team at Modera is monitoring our clients’ portfolios, it’s with an eye towards maintaining a strategic mix of stocks, real estate, bonds, and bond diversifiers over the long run. However, short-term market movements can create tax opportunities, and I want to highlight some of the work we do in tax loss harvesting that you may not be aware of.

Good to Know|

To Gift or Not to Gift?

Like many parents with adolescent or grown children, you may want to give them a financial jumpstart on their lives. You might help them to get their first car. Pay for their college or grad school tuition. Get them a foot in the door of their first home by contributing toward the down payment. Give them seed money to start a business. If you can easily afford to help your child without affecting your own future wellbeing, you may want to make a financial gift with no strings attached. Keep in mind however, there are limitations regarding how much can be gifted to someone without incurring a gift tax, which is the obligation of the giver.

Good to Know|

Year-End Tax Reduction Strategies for Business Owners

As we’re almost at the end of the year, the time is ripe for business owners to make moves to reduce their tax liabilities for 2019. Here we touch on some of the strategies we recommend to our clients. While none of these should come as a surprise, we feel it never hurts to mention them.

Good to Know|
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