Understanding the key drivers of precious metals.
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.
