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Investor Brief: It’s Giving…Gratitude

With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets...

The Empty Nest Shift

There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of...

Why Modera’s M&A Head Takes a Cue From Ted Lasso

Giving from Your IRA: How QCDs Can Help Lower Taxes and Raise Impact

Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.

Investor Brief: You and Me and the Bubble Makes Three

The late 90’s will be remembered for many things: low rise jeans, Y2K fears, and the inexplicable resurgence of swing music. For stock market investors, the era recalls the meteoric rise and subsequent popping of the dot-com bubble. With artificial intelligence dominating financial headlines, the stock market reaching new highs,...

IRS Announces Key Tax Adjustments for 2026 Tax Year

What you need to know to plan ahead.

Investor Brief: Gold is Through the Roof and Everyone’s in Debasement

The Wall Street Journal recently published an article about “a new Wall Street trade powering gold and hitting currencies” and it’s been the talk of the town. “Debasement trade” may be a new term for many, but it refers to the purported reasons behind the recent astronomical rise in gold,...

Medicare Open Enrollment and Health Savings Accounts: Important to Know

If you are among the many Americans enrolling in Medicare for the first time during the October 15-December 7 open enrollment period, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected.

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