Investment Commentary

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Investment Commentary: Q1 2026
As a native New Englander, I grew up cheering the Red Sox and I am happy to say my daughters do the same.
Investment Commentary: Q3 2025
Market Shifts and Timeless Strategies
Investment Commentary: Q2 2025
Hello everyone, and welcome to the summer edition of the investment commentary.
Investment Commentary: Q1 2025
As spring begins, so does a season of renewal and growth. The first quarter of 2025 certainly roared in like a lion, with tariffs and trade dominating the spotlight.
Investment Commentary: Q4 2024
The Importance of Balance As We Welcome 2025 Welcome to 2025! As my wife often says, the days are long, but the years are short. There’s something beautiful about winter’s chill balancing with the warmth and sunshine of spring and summer. While I love summer, I’m a winter person. I’ve been skating as long as I...
Investment Commentary: Q3 2024
Hello everyone, Welcome to our third quarter market perspectives. It feels strange writing about the strength of the markets, the resilience of the economy, the broad stability of the employment outlook, and the first Federal Reserve rate cut in four years. It is strange because many of our colleagues, clients, and friends in Tryon, Asheville and...
Investment Commentary: Q2 2024
Modera’s investment team is pleased to provide our market review for the second quarter of 2024.  
Investment Commentary: Q1 2024
The Modera Wealth Research Team and I are happy to share our first quarter 2024 market and economic review.

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