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Modera Wealth Management: “Fastest-Growing Fee-Only RIAs” of 2024

Modera Wealth Management has been named one of the “Fastest-Growing Fee-Only RIAs” of 2024 by InvestmentNews.

Investor Brief: Navigating Tariff Policy

Diversified Portfolios Can Help Investors Weather Global Policy Changes

Important Tax Changes in 2025

Possible credits and deduction changes to keep in mind.

Newlywed Name Change: Step-by-Step Guide to Updating Your Last Name

Those who are newly married often are asked the question, “Will you be changing your last name?”

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...

Modera Wealth Ranks as a Best Place to Work in Money Management

For the 9th year in a row, P&I magazine has awarded Modera the distinction of being one of the Best Places to Work in Money Management for 2024. We are very grateful to be recognized by our colleagues, whose opinions we hold in the highest regard. We would not be...

Year-End Tax Reduction Strategies for Business Owners

Here, we highlight a few strategies we recommend to our business owner clients. While these strategies may not be new, we believe it’s always beneficial to revisit them.

A CPA’s Year-End Wishlist

Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.

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