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Modera Wealth Management Ranks in USA Today’s Inaugural List of “Best Financial Advisory Firms of 2023”

Modera was ranked in the top 500 registered investment advisory firms (“RIA Firms”) of 2023 by Statista on behalf of USA Today.

To Everything There Is A Season — Is Downsizing On Your Horizon?

“Turn! Turn! Turn!” written by Peter Seeger and made famous by The Byrds was released in 1965. If listening to this song on the AM station was part of your early memories, then you are probably thinking about downsizing or soon will be. Downsizing is a time to break things...

Small Business Owners: Is Your Next Great Employee Living under Your Roof?

As recently as 50 years ago on family farms and ranches across America, it was common to see two or even three generations actively involved in running the enterprise.

Getting Ready for Maternity and Paternity Leave

For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist...

The Value Of Good Advice And How To Tell If You’re Getting It

The economic and market turmoil during the past year, most of it caused by the pandemic, has brought into sharp focus for many investors the vital importance of dependable, professional advice about investments and financial planning. Especially when emotions are high, having an experienced wealth manager who is ethically and...

Modera Wealth Management Listed in Financial Advisor (FA) Magazine’s 2023 RIA Ranking

Modera is proud to be ranked 68th in FA Magazine’s 2023 RIA Ranking, up from the 75th spot in 2022. FA Magazine ranked 521 RIA firms in total, 91 of which had more than $5 billion in assets managed as of the end of 2022.

10 Common Financial Questions When Going Through A Divorce

Sometimes the hardest questions when going through a divorce are those that you aren’t aware you should be asking. Thus, I wanted to summarize below the most common questions I answer and topics I prioritize with my clients as we work through their divorce.

MarketWatch: Are you saving enough for retirement? What the average 401(k) balance looks like

Keep in mind that before you put a money for future use, two things should be true, according to certified financial planner Judson Meinhart at Modera Wealth Management. “You should have an adequate reserve of anywhere between 3 to 12 months of expenses, and you have no credit card or...

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