Investment Strategy

Filter by Category

Filter by Category

Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.

Types of Investment Trades

When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.

Why Your Money Isn’t Available Right After You Sell Stocks

When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”

A Spending Portfolio: Manage Your Expenses for Greater Happiness

The term portfolio management typically refers to investments and how assets are selected based on one’s time horizon and risk tolerance. This process of selecting the right allocation for your investments is essential for achieving a certain market return over time.

What Is A Mutual Fund Share Class Exchange?

We are always looking for ways to improve the performance of our clients’ portfolios by providing high-quality investments while keeping fees low. All mutual funds and exchange-traded funds charge an expense ratio, which is the cost of operating the fund and includes the manager’s fee, as well as various other operating costs. These expenses are...

Know Thyself – Are You A Trader Or An Investor?

I heard about a study that found people were more likely to vote if you ask them, “are you a voter?” as opposed to, “do you plan on voting?” The way you view yourself matters. If you identify as a voter, then you are more likely to go to the polls or send in your...

What Is Direct Indexing?

You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

How Modera Monitors Investment Securities

Modera invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Modera’s research committee focuses on investments it can hold for the long-term and performs significant...

I Received an Inheritance, Now What?

At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that you love passes away, it is an emotional experience and going through the process of inheriting the assets they chose to leave you can add to...

Cash Management

At Modera, our investment philosophy does not include a designated allocation to cash. We believe that our clients’ accounts should be fully invested in a well-diversified portfolio dictated by their specific financial goals. Typically, our cash management strategy is that we maintain a minimal amount of cash on hand, just enough to cover fees and/or...

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Investment Strategy

Subscribe Now

Subscribe Now

Speak with an Advisor