Read our recent insights

Why Your Money Isn’t Available Right After You Sell Stocks

When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”

NAPFA Advisor: How One Financial Planning Firm Tackles DEI

Samer Eshmawy talks about Modera’s internal and external DEI initiatives and reflects on the importance of creating and prioritizing a culture of diversity in the April 2023 issue of Napfa Advisor.

Do You Need an Estate Plan?

I’m often asked this question: “With the federal estate tax exemption amounts being so high, do I really need an estate plan?” The answer I give is “Absolutely yes!”

A Spending Portfolio: Manage Your Expenses for Greater Happiness

The term portfolio management typically refers to investments and how assets are selected based on one’s time horizon and risk tolerance. This process of selecting the right allocation for your investments is essential for achieving a certain market return over time.

Why Roth Conversion Planning Is Important At Retirement

With the SECURE Act 2.0 delaying Required Minimum Distributions to age 73, and higher marginal brackets a likely reality in the near future, annual income tax planning has become even more important.

Types, Features And Taxation Of Trusts

The areas of trust planning and trust creation are vast and limited only by the imagination of the trust-makers, their attorney and the law.

Should I Worry About the Banks?

While a full-blown banking crisis is not likely, the recent Silicon Valley Bank failure provides a great opportunity to review your cash management strategy.

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