As many investors learned during the tumultuous year of 2020 and the difficult markets of 2022, reliable financial and market advice has never been more valuable. And yet, when the markets are experiencing wild swings such as those we saw during the pandemic or falling into doldrums as they did last year, the headlines in the financial news media can make it hard to know which information is helpful and which you would be better off ignoring. Certainly, in an atmosphere of financial uncertainty, investors tend to be more concerned about their investments and what to do. This makes it vital to have confidence in your financial advisor.
But is there a way to know whom you should trust to help you make the best long-term financial decisions? Consider the following when selecting an advisor with a brokerage firm or an investment advisory firm:
We are professional, fee-only wealth managers. Furthermore, we are fiduciaries. That means we are professionally and ethically bound to provide information that places your interests ahead of everything else, in every circumstance.
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.
Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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