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How Modera Monitors Investment Securities

Modera invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Modera’s research committee focuses on investments it can hold for...

I Received an Inheritance, Now What?

At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that you love passes away, it is an emotional experience and going through the process of inheriting the assets they chose to...

When Should You Take Social Security?

The ages between 62 and 70 are a critical time for determining how and when to take Social Security benefits. There are many options when it comes to this program, and which option is best for you will depend on your specific situation.

Cash Management

At Modera, our investment philosophy does not include a designated allocation to cash. We believe that our clients’ accounts should be fully invested in a well-diversified portfolio dictated by their specific financial goals. Typically, our cash management strategy is that we maintain a minimal amount of cash on hand, just...

Wheel Of Life Exercise

Our core ideology is that “we strive to help our clients, employees and communities thrive.” It sounds easy enough, but we all know that thriving can be elusive, and it is not always the place we find ourselves as a company, individual or community.

Shouldering the Burden of Financial Responsibility

“Atlas through hard constraint upholds the wide heaven with unwearying head and arms.” – Hesiod

Financial Safeguards for Seniors

Nothing guarantees there will be sufficient money to cover all costs in retirement. But there are some common mistakes to steer clear of as you grow older.

Seven Questions To Help Determine If You Need A Care Manager

As parents, we never endeavor to become a burden to our children. This is why having a plan for aging in place before the time for care comes is important, as is knowing the resources available to individuals and caregivers to help alleviate some of the burden.

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