Read our recent insights

Preparing for the Turbulence

We have all been on flights where the pilot informs us that turbulence is ahead.

Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.

Spring Cleaning Household Records

During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.

Types of Investment Trades

When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.

IRA Beneficiaries: Per Stirpes Vs. Per Capita

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

Modera Wealth Management Acquires Parsec Financial

Transaction joins like-minded teams to strengthen Modera’s leadership position in the fee-only fiduciary space.

How to Talk to Your Children About Your Estate

Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not...

Five Essential Financial Tips for New Widows and Widowers

We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience. Financial matters are likely the last thing on your mind. However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we...

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