Making inroads with a niche market can be challenging.
How Your “Why” Drives Growth in a Financial Advisory Firm
Maintain Emergency Funds and Diversify
“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.”
Modera Wealth Manager and Principal Jenny Martella was interviewed by Kitces in a 90-minute podcast on how she partnered with Karen Keatley to grow their firm and ultimately decide to join Modera in 2020.
Chatting with older parents about finances can be difficult. But having a discussion with them about protecting their credit is incredibly important. Liz Kishel weighs in on this topic and underscores the importance of checking credit reports
At financial planning firm Modera Wealth Management, the best seats at the table are always available for women.
Jenny Martella, MBA, CFP® wrote an insightful review of Peggy Ruhlin’s book, “Wealth is Women’s Work”, published in the January 18, 2024 edition of the NAPFA Advisor. Martella states “Ruhlin’s book makes a great case for why we need more women in the field, why they will enjoy the profession, how they will do great work, and how they will personally succeed.” Click below to read more.
What advice would you give to those looking to purchase life insurance for their family?
A long journey can share many of the triumphs and troubles that define a career path, but it’s often difficult to make sense of either. For Gordon Bernhardt, a trek of incredible magnitude—more than 600 miles—served to not only offer perspective and clarity about his experiences, but it also became the basis for greater reflection that took the form of a memoir: Buen Camino: What a Hike through Spain Taught Me about Investing and Life.
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