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Quartz: Patrick Runyen – “Thinking about using AI for your taxes? Think again,”

Patrick Runyen, Modera’s Director of Advisory, Wealth Manager & Principal, was recently featured in a new Quartz article, “Thinking about using AI for your taxes? Think again,” that explores the risks and limitations of using AI tools for tax preparation.

CityWire RIA: “Beyond the ‘plug and play’: RIA leaders weigh CPA alignment at scale.”

Tom Orecchio, CEO and Principal of Modera Wealth Management, contributed his perspective in Citywire RIA’s new piece, “Beyond the ‘plug and play’: RIA leaders weigh CPA alignment at scale.”

Lifetime Income Solutions for Retirees

Retirement is less about a single number and more about steady, reliable cash flow you can count on. Depending on your situation, here are some of the main ways retirees can create lifetime income.

Charitable Giving: Create a Legacy in Your Estate Plan

Karen and John have built successful careers and a strong financial foundation over the past 25 years. They share two children and a deep family love of animals.

Investor Brief: Musical (Fed) Chairs

President Trump’s January 30, 2026, announcement nominating Kevin Warsh as the next Chair of the Federal Reserve (Fed) marks a meaningful development for monetary policy and the broader economic landscape. Warsh, who served on the Federal Open Market Committee (FOMC) Board during the global financial crisis, has historically been viewed...

Decluttering Your Financial Life

Whether you’re a dyed-in-the-wool minimalist, briefly flirted with Marie Kondo’s tidying magic, or approach any effort to pare down your belongings with some skepticism, chances are you’ve thought about decluttering your physical space.

MarketWise: “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold”

Sarah DerGarabedian, CFA, our Director of Investment Strategy and Principal, was featured in a recent MarketWise article, “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold,” by James Royal discussing the Federal Reserve’s latest policy decision and its implications for the markets.

A Smart Gift to Give: How Appreciated Assets Can Offer Big Impact and Tax Breaks

With strong equity and real estate performance in recent years, some donors are turning to appreciated assets—stocks, real estate, and other investments that have grown in value—as a way to maximize both their philanthropic impact and their tax benefits. With new tax rules now in effect (as of 2026), it’s...

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