Q4 2023 Investment Commentary and Year-End Financial Planning Tips Webinar
November 2, 2023
Hear from Modera’s Co-CIOs on 2023 market performance and their outlook. They also discussed updates related to Modera’s investment philosophy and capabilities. Director of Investment Management Sarah DerGarabedian discussed market volatility amidst political and geopolitical events. Then, Modera’s Director of Financial Planning Judson Meinhart gave some year-end updates. They hosted a Q&A session at the end.
Highlights:
- Co-CIO George Padula covers market updates so far this year and dives into specific performance of equities and bonds.
- Co-CIO Bill Hansen discusses the current inverted yield curve and how it correlates to recessions and what economists are projecting into 2024.
- Director of Investment Management Sarah DerGarabedian discusses market returns during political and geopolitical events.
- Director of Financial Planning Judson Meinhart discusses year-end financial planning reminders such as Medicare open enrollment season, Affordable Care Act open enrollment season, retirement plan contributions, Roth conversions, charitable contributions, and Required Minimum Distributions.
- The team answers frequently asked questions including current market volatility, what is our current approach to fixed income allocations, and what we think of the 60/40 portfolio strategy.
Modera Wealth Management, LLC ® (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money. This video is limited to the dissemination of general information pertaining to our investment advisory services and financial planning services and general economic and market conditions that is not suitable for everyone. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements.
Modera Wealth Management, LLC (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to Modera’s registration status, its fees and services please contact Modera or refer to the Investment Adviser Public Disclosure Web site (www.adviserinfo.sec.gov) for a copy of our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
This article is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This article is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this article are subject to change without notice based on changes in the law and other conditions.
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