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.
Giving Them Wings: Advice on Launching Adult Children to Financial Independence
Like every parent, you want your children to become happy, self-sufficient adults. But once childhood, adolescence, and college are over, what happens next? How do you guide your kids to become financially independent grown-ups who are able to navigate the ins and outs of budgeting, paying the bills, and saving for their own futures?
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.
Zero Commission Trades: Is there really a free lunch?
You may have seen the recent news that major brokerage companies like Fidelity, TD Ameritrade, and Charles Schwab are now executing equity trades with no fees. At first glance, this announcement may seem to be good news, but perhaps with potential caveats.
Year-End Checklist: Re-visiting your Financial Health in 2019
Now that we’re in the last quarter of the year, there are some areas to focus on to ensure you close out 2019 with a bang. Use this checklist as a guide to assess your financial wellbeing.
Tax Planning for 2020
With the busy summer season behind us and the holiday season fast approaching, now may be the best time to review your financial affairs to make sure everything is in order.
2019 Q3 Investment Perspectives
What a difference a year makes. A year ago, we were in the midst of a stock market rout. Recall that the S&P 500 fell 13.5% in the fourth quarter of 2018, as the Fed was still considering rate increases and the trade war with China was just beginning.
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