Facebook Linkedin-in Youtube
FInd An Advisor

Investments

Filter by Category
Investor Brief: Navigating Market Volatility – Focus on What You Can Control
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties.
Read more
Investor Brief: Burnishing our Thoughts on Gold
“All that glisters is not gold.” William Shakespeare, The Merchant of Venice Sometimes, even gold doesn’t “glister” as much as we think. Gold prices have reached all-time highs lately amid worries of economic uncertainty. But is adding it to a portfolio a solid approach, or a fool’s errand?
Read more
Investor Brief: A Balanced Perspective – Market Volatility and Recession Fears
Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.
Read more
Investor Brief: Tariffs, Today A Perspective on Tariff Policy Impacts from Reliable Sources
It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.
Read more
Investor Brief: Navigating Tariff Policy
Diversified Portfolios Can Help Investors Weather Global Policy Changes
Read more
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...
Read more
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...
Read more
Advisor Brief: How Do You Pivot a Client’s Investment Strategy After a Major Life Event?
“Significant life events such as changing jobs, having children, getting married or divorced, illness, or death can and often do change a person’s financial goals. These events don’t always necessitate changes to a client’s portfolio, but they do prompt a discussion about their impact on the financial plan.”
Read more
Investment Commentary: Q2 2024
Modera’s investment team is pleased to provide our market review for the second quarter of 2024.  
Read more
Investment Commentary: Q1 2024
The Modera Wealth Research Team and I are happy to share our first quarter 2024 market and economic review.
Read more

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.

Find An Advisor
Facebook Linkedin-in Youtube

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.

Speak with an Advisor

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.