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Investment Commentary
Investment Strategy
Investor Brief

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...

Annuities: What to Consider

Historically, annuities have been a controversial topic and often subject to criticism among financial advisors. And, to some extent, there is good reason for this. Annuities have been synonymous with aggressive sales tactics and high fees. But is there ever a case for purchasing an annuity? And what are the options if you already own...

Secure Act 2.0 – What’s In It For Me?

At the end of December Congress passed a bill (signed by President Biden) authorizing roughly $1.7 trillion in new Federal spending.

Markets Don’t Wait for Announcements

So let’s get to the punchline first: Markets don’t wait for announcements and smart investors should not focus on headlines.

Why Stock Buybacks Are Significant

As the name implies, stock buybacks (also known as share repurchase programs) happen when companies buy back their own shares.

A Spectacular Crypto Failure

Last week, two of the former leading companies in the cryptocurrency space, FTX, a crypto broker, and its affiliate Alameda Research, a crypto trading firm, filed for bankruptcy.

Politics, Portfolios, & Patience

With the mid-term elections on November 8th, you may wonder if any action needs to be taken prior or in response to the results of which party wins the majority on Capitol Hill. The short answer is no.

No Skeletons in This Closet

Last Friday, the Wall Street Journal published an article by Jason Zweig titled You Don’t Know What You Don’t Know About Your Financial Advisor.

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Investments

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Common Estate Planning Gaps High-Net-Worth Families Should Review

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