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Our Insights

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Our Insights2020-03-23T12:18:30+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.

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.  Major U.S. stock indexes have declined about 8% over the past week while international stocks have fallen about 6% (2/18-2/26/2020). Hardest hit were stocks of companies that are related to travel or those that rely on components that are manufactured in Asia, such as technology companies and automotive manufacturers, as well as some retailers.

COVID-19, Good to Know|

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?

Good to Know|

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.

Good to Know|

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.

Good to Know|
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