- Видео 28
- Просмотров 48 513
Modera Wealth Management, LLC
США
Добавлен 21 апр 2017
Modera Wealth Management provides fee-only, comprehensive wealth management for individuals, families, retirement plan sponsors and non-profit institutions. Modera provides clients with portfolio management and comprehensive financial planning solutions including retirement planning, estate planning, income tax planning and risk analysis.
Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf.
Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf.
Invest In Your Loved One's Future With a 529 Plan
Dina Megretskaia, CFP®, EA, JD, Wealth Manager, Principal at Modera Wealth and
Victoria Tejada, CFP®, EA, Senior Financial Planner at Modera Wealth cover questions such as:
-What is a 529 plan and what benefits does it offer?
-How is money in a 529 plan invested?
-Does the state I live in affect my decision-making?
-What are options if my child doesn't go to college, or gets a scholarship, or doesn't need all the money in the 529 account for school?
Victoria Tejada, CFP®, EA, Senior Financial Planner at Modera Wealth cover questions such as:
-What is a 529 plan and what benefits does it offer?
-How is money in a 529 plan invested?
-Does the state I live in affect my decision-making?
-What are options if my child doesn't go to college, or gets a scholarship, or doesn't need all the money in the 529 account for school?
Просмотров: 42
Видео
Strategic Charitable Planning Series: Estate Planning & Advanced Charitable Opportunities
Просмотров 482 месяца назад
Charitable planning takes into consideration many factors that can impact what you give, where it comes from and how much you can save in taxes now and in the future. Charitable planning should be part of a comprehensive financial plan with a skilled financial planner who knows your unique circumstances. In this video series, Modera Wealth Manager and Principal John J. Ceparano CPA/PFS, CFP®, M...
Strategic Charitable Planning Series: In Your 70s
Просмотров 372 месяца назад
Charitable planning takes into consideration many factors that can impact what you give, where it comes from and how much you can save in taxes now and in the future. Charitable planning should be part of a comprehensive financial plan with a skilled financial planner who knows your unique circumstances. In this video series, Modera Wealth Manager and Principal John J. Ceparano CPA/PFS, CFP®, M...
Strategic Charitable Planning Series: In Your 60s
Просмотров 502 месяца назад
Charitable planning takes into consideration many factors that can impact what you give, where it comes from and how much you can save in taxes now and in the future. Charitable planning should be part of a comprehensive financial plan with a skilled financial planner who knows your unique circumstances. In this video series, Modera Wealth Manager and Principal John J. Ceparano CPA/PFS, CFP®, M...
Strategic Charitable Planning Series: Introduction
Просмотров 595 месяцев назад
Charitable planning takes into consideration many factors that can impact what you give, where it comes from and how much you can save in taxes now and in the future. Charitable planning should be part of a comprehensive financial plan with a skilled financial planner who knows your unique circumstances. In this video series, Modera Wealth Manager and Principal John J. Ceparano CPA/PFS, CFP®, M...
Doctors and Dentists: Do You Have a Financial Plan?
Просмотров 1285 месяцев назад
Do you have a financial plan in place? Personalized financial plans built around your specific goals and aspirations can help bring structure to your investment strategy and clarity to your life. Feraud discusses the components of a financial plan and how he could help you craft your own. Modera Wealth Financial Advisor Feraud Calixte, CFP®, specializes in working with medical and dental profes...
About Modera Wealth Management - Fee-Only Wealth Management Firm
Просмотров 3815 месяцев назад
At @ModeraWealthManagementLLC, we know that you want to be confident in your financial future. In order to do that, you need a clear path toward your financial goals. The problem is that financial planning and investing are complex and can make you feel unsure about whether you are on the right path and taking advantage of all the strategies that may be available to you. Our advisory teams not ...
Elder Financial Abuse Client Seminar
Просмотров 1227 месяцев назад
Learn why elder financial abuse is happening and why it is important, who is impacted, and what can be done about it. Presenter: Bradley Burk, CFP®, BFA™ Financial Advisor, Modera Wealth Management Bradley graduated magna cum laude from Campbell University School of Law in 2019 and also earned a Masters in Trust & Wealth Management from Campbell University Business School. Bradley graduated fro...
Q4 2023 Investment Commentary and Year-End Financial Planning Tips Webinar Replay
Просмотров 502Год назад
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 sess...
Medicare Open Enrollment 101
Просмотров 313Год назад
We partnered with Caribou, a healthcare planning company, to create a “Medicare Open Enrollment 101” webcast. During this 42-minute presentation, the CEO of Caribou presents important information about the basics of the Medicare plans, things you should consider to ensure you are getting the best coverage for your needs, why Medicare planning is so important for your financial plan, and how and...
Financial Planning Minute: Volatility is a Feature, Not a Bug
Просмотров 95Год назад
Financial Planning Minute: Volatility is a Feature, Not a Bug
Financial Planning Minute: Secure Act 2.0
Просмотров 49Год назад
Financial Planning Minute: Secure Act 2.0
Financial Planning Minute: Sunk Cost Fallacy
Просмотров 74Год назад
Financial Planning Minute: Sunk Cost Fallacy
Financial Planning Minute: 3 Things to Do in a Down Market
Просмотров 2172 года назад
Financial Planning Minute: 3 Things to Do in a Down Market
Financial Planning Minute: Emergency Funds
Просмотров 872 года назад
Financial Planning Minute: Emergency Funds
Financial Planning Minute: Backdoor Roth Contributions
Просмотров 852 года назад
Financial Planning Minute: Backdoor Roth Contributions
Financial Planning Minute: Tax Effective Charitable Giving
Просмотров 1102 года назад
Financial Planning Minute: Tax Effective Charitable Giving
Tax Effective Charitable Giving Part 3
Просмотров 352 года назад
Tax Effective Charitable Giving Part 3
If it’s an emerger why do you need a wing case?
Great job Bradley!
All nice and interesting. Thank you, Modera. Also, Bradley Burk spoke very well and is interesting.
Thanks for the feedback! We are glad you enjoyed it.
Where did you get the flip up magnifiers?
I own a complete set of everything A K Best ever produced, going from pedestal vise, base with 3rd hand, G-clamp, bobbin holders, all the hair stackers, tweezers, dubbing pick and bodkin, and a good few other items, with the original white boxes with green foam cut outs, packaging etc etc etc. Thought you may find that interesting.
🤣😅🤣😅
This is great !
Ed is a Colorado legend but I think I'll stick with Wyoming where the fish haven't been hammered and still take a size 14.
I have some old #32's that are mustad-crystal hooks flatted goldplated short shank. Whats the best way to connect your tippet to them in that they do not have an eye let.
next video take your time.
Great tips for tying small flies!
Hello Ed, Really enjoying this... thank you. Just checked and Tiemco 2488 go to size #26. Mike
perfect bravo
After years of tying small flies I am confused why we tyers cannot post and share materials. I might have to buy one Whiting cape that would last me 100yrs to tie 10 size 22 or 24 midges. I'm sure I'm not the only sap trying to store copious amounts of materials for 3 or 4 fly boxes. Maybe 6 or 7 with friends
Wow! Seeing Ed Engle tying flies brings back a lot of good memories of living in Colorado. My fly fishing mentor was the grandson of H.R. Buckwalter. Many of the flies he taught me how to tie were very old patterns. He would imitate Trico's with a Black and Silver that would float in or just below the surface film. I slayed many a Grayling at Joe Wright with them. :) Thank you.
sure enjoy your videos, you are still a first class fly tyer, your old friend Dana
Ed, I read your book "Tying Small Flies" and now enjoy the challenge of tying smaller flies. Now watching this video has helped me refine my small fly tying techniques. Thank you.
That is the cutest little hook I've ever seen