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.
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...
What a financial adviser does will vary both individually and from firm to firm. “Some advisers are restricted to only providing investment advice, while others will cover anything with a dollar sign. It’s best to ask what type of advice the adviser will give before beginning a relationship with them,”...
I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!
This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these...
As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.
Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.
When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.
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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.
