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Donor Advised Funds

Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help our clients maximize their charitable giving. With the One Big Beautiful Bill Act (OBBBA) now in effect, it’s more important than ever to revisit DAF strategies and understand how they fit into today’s tax landscape.

2026 Market Outlook: The Fed, Interest Rates, AI, and More

What’s Up, Fed? As we look forward to a new year, it’s worth reflecting on the rather remarkable one we’ve just experienced. The global stock market (as measured by the MSCI All Country World Index) is on track to deliver double-digit returns. The global bond market (as measured by the...

End of Year Financial Checklist

It’s the end of the year, and your to‑do list is a mile long. Between holiday gatherings, cooking, cleaning, and gift buying, finances may not be top of mind.

Investor Brief: It’s Giving…Gratitude

With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets...

The Empty Nest Shift

There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of...

Why Modera’s M&A Head Takes a Cue From Ted Lasso

Giving from Your IRA: How QCDs Can Help Lower Taxes and Raise Impact

Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.

Investor Brief: You and Me and the Bubble Makes Three

The late 90’s will be remembered for many things: low rise jeans, Y2K fears, and the inexplicable resurgence of swing music. For stock market investors, the era recalls the meteoric rise and subsequent popping of the dot-com bubble. With artificial intelligence dominating financial headlines, the stock market reaching new highs,...

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