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Kevin Sweeney

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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.

2020-05-28T21:24:30+00:00Good to Know|

Why Your Digital Assets Need a Place in Your Estate Plan

As the world goes increasingly digital, many of us have amassed sometimes large collections of non-physical assets such as digital photos, music, movies, eBooks, cryptocurrencies and more on our computers, smartphones, portable media players, hard drives and other devices. Although they are in an electronic format, these assets often have personal or financial value, which can make them part of your estate. And that means they should be included in your estate planning.

2020-05-28T21:10:09+00:00Good to Know|

Your Portfolio Should Never Walk Alone

For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.

2019-06-14T17:10:38+00:00Good to Know|
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