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Dina Megretskaia

|Tag: Dina Megretskaia

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.

2019-11-19T22:17:52+00:00Good to Know|

Decluttering Your Financial Life

Whether you’re a dyed-in-the-wool minimalist, had a passing interest in Marie Kondo’s magic tidying book, or approach any effort to pare down your belongings with some skepticism, you’ve likely given some thought to decluttering your physical space. But have you ever thought about decluttering your financial life?

2019-10-17T16:47:03+00:00Good to Know|

Financial Planning: An Approach, Not a Product

Perhaps your cousin’s best friend is an insurance agent who provides financial planning. Or maybe your neighbor’s brother-in-law was bending your ear at a recent barbeque about how annuities are key to an effective financial plan. So, you may be wondering, what exactly is a “financial plan”? And when different people use that term, are they all describing the same thing?

2019-09-16T14:34:55+00:00Good to Know|