Modera Wealth Management
Modera Wealth Management
Our Insights2021-07-16T15:57:38+00:00

2022 Q1 Investment Perspectives

Even though we are heading into the spring, it seems as if the market bulls are hibernating as the market bears awaken. No matter how much preparation and planning investors do to diversify portfolios, establish proper asset allocation and focus on long-term goals, it can seem like that is never enough when facing market volatility.

Our Take on the Market|

Tax Scams: The “Dirty Dozen” to Avoid

For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.

Good to Know|

Risk Management Strategies for Ophthalmologists

Whether you are just starting out in ophthalmology or own your own practice, it is never too early (or late) to consider your risk management plan. Many risk factors can come into play for ophthalmologists that go beyond malpractice. This article offers some suggestions and strategies to consider throughout your career.

Good to Know|
Decision Dialogues
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