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Unique Planning Factors in the LGBTQ Community

While there has been meaningful progress in LGBTQ+ rights, recent shifts in the social and political climate have introduced new challenges to sustaining that progress. This creates unique factors that must be considered when financial planning such as: decisions around marriage, protecting assets for loved ones, preparing for long-term care...

Your Ticket to Travel: Maximizing Credit Card Points for the Savvy Spender

“Sign up today and enjoy 50,000 bonus points on us!” “Earn 1% cash back on your everyday purchases and 5% back on dining!” “What’s in your wallet?” If you’ve turned on your television or received junk mail in the past ten years, you’ve likely heard or seen at least one...

WealthManagement.com—Tom Orecchio on the “Focused on the Future Podcast”

Tom Orecchio talks with Suzanne Siracuse to break down the keys to creating a client-centric wealth management firm.

Investor Brief: Historical Market Responses to Global Conflict: Short-Term Volatility vs. Long-Term Trends

The conflict between Israel and Iran has captured global attention and created uncertainty in financial markets. Over the weekend, the U.S. conducted targeted airstrikes on Iranian nuclear facilities. The situation is still evolving, and there are many views on what might happen next.

WealthManagement.com—Laurie Vitali on The Importance of Good Recruiting and Shaping a Strong Internship Program

Laurie Vitali, Modera’s CPO and Principal, discusses the keys to building a useful internship program not only for your business, but also the applicants themselves.

WealthManagement.com—Kelly Henning on How Modera’s Internship Program Played a Key Role In Her Job Satisfaction Today.

A strong internship program can serve as a launching pad for many people’s careers, such as Kelly’s.

How Cost of Living Adjustment Can Affect Social Security Benefits

During 2025, an estimated 69 million Americans will receive about $1.6 trillion in Social Security benefits, while the average retiree will get a monthly Social Security check of $1,975.[1]

Summer Party Time: Are You Protected?

Welcome to summer, when warmer weather ushers in all kinds of fun events — pool parties, barbeques, boating, and of course the more formal gatherings like birthday parties and weddings. After a period of pandemic precautions, we are all eager to enjoy the company of friends and family without restrictions....

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