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.
Financial Markets and Coronavirus (COVID-19): What Does it Mean for You?
This week, the global financial markets got sick, as a result of the coronavirus. What Does this mean for the market and economy?
Retiring with Purpose
Getting ready for retirement really means being able to answer two important questions: 1. How will you pay for your retirement? 2. How will you spend your time in retirement?
Fiduciary: What Does It Mean?
According to the Merriam-Webster dictionary, “fiduciary” is both an adjective meaning “of, relating to, or involving a confidence or trust,” and a noun meaning “one that holds a fiduciary relation or acts in a fiduciary capacity.” But what does that mean in terms of your relationship with Modera? Here we’ve answered questions that may help to clarify the meaning.
Politics and Investing
For many months, the recurring theme in the news has been the economy: when will we experience a recession or bear market and how bad will the downturn be? Unfortunately, the economic commentary has, more than ever it seems, become infused with politics. The political noise makes it hard to maintain a clear-eyed, objective view of where we are economically.
Keatley Wealth Management has Merged with Modera
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
Modera Adds New Owners
Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.
From Our Perspective
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