Modera Wealth Management
Modera Wealth Management
The Wealth Cast2021-01-27T21:28:15+00:00
The Wealth Cast logo on a background of a man fly fishing in a stream in a mountainous area
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The Wealth Cast

Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence.

Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!

Charles Boinske, CFA, is a nationally recognized resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts and the CFA Society of Philadelphia.

The Five Tenets of Evidence-Based Investing

On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management. Listen here: The summary below has been created

Taxation: What’s Next?

Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving (including an example illustration) the importance of

On the Limits of Arbitrage

On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange price action in the markets. With “meme stocks” such as GameStop and AMC showing unusual behavior over the past several months, Eduardo discusses how the Limits of Arbitrage impact the market's ability to correct

Risk, Patience, and Perserverance

On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entrepreneurial career. He shares his deep marketing insights, what to do just as one's career is starting, stressing the importance of just jumping in feet first, and offers advice for people at any stage in

The Value in Value Investing

Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for increased returns in an investment portfolio. They break down the concepts, simplifying them for even beginning investors, then review the relevant risks and rewards. They also stress the importance of staying the course, whichever investment

Fly Fishing Edition with John Juracek

Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. They discuss John's journey and how he came to live and work in Yellowstone, the magic of the park and specifically of Firehole River, the history and traditions associated with fly fishing, and much, much

How to Be a Trusted Advisor

On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Charlie has consulted with countless firms to help them build and improve client relationships. His methods, which have at their core a Trust Quotient with several factors, are systematic in nature, and Chas has utilized

Leadership Under Any Circumstance

On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret). Kevin is now a Professional Certified Coach with the International Coach Federation serving as an executive leadership coach and mentor. Chas and Kevin discuss how the skills Kevin developed in the Navy transferred into civilian life, from emotional intelligence, to managing

Modera is an SEC registered investment adviser which does not imply any level of skill or training.  For additional information see our Form ADV available at which contains a full description of our business, operations and service offerings including fees.  Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy.  Statements made are subject to change without notice.

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