Modera Wealth Buys Accounting Firm to Boost In-House Tax Services

Published on September 3, 2025

The founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.

       
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InspereX Appoints Brandon Laczkowski as Head of RIA Sales

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Laczkowski’s appointment comes as the firm tries to expand it product distribution within the RIA channel.

The Total Return Roller Coaster: August 2025

September 3, 2025
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?