| |
|
 |
You may type link codes into the search box above. |
|
|
|
|
|
|
|
|
|
Article Tools:
|
Physician's Wealth Manager |
Monday, February 8th, 2010 If there can be one financial lesson drawn from 2009, it is to maintain a well-diversified portfolio with different asset classes with low correlations to one another. This ensures you are not dependent on any single asset class to achieve your investment goals.
Thursday, December 31st, 2009 My advice to investors is to think holistically about your portfolio. In other words, you don't own stocks in a vacuum. You own them in the context of your overall portfolio. Take a look at your collection of stocks and/or mutual funds and examine how they interact. If they all move in the same direction, your portfolio is not as diversified as it should be. That is true for all of your asset classes, not just stocks.
Wednesday, November 25th, 2009 The larger and more complicated the estate, the greater the challenge in developing an encompassing plan to maximize the transfer of wealth to heirs. So, over the next few months, keep an eye on what Congress is doing with regard to federal estate tax law.
Tuesday, November 3rd, 2009 With the fall season well underway and the end of the year fast approaching, it is a good time for investors to take a comprehensive review of their wealth and examine strategies to maximize it in 2010.
Thursday, October 8th, 2009 Though the IRS instituted income limits that prevented wealthy earners from making Roth contributions and converting existing IRAs to Roths, changes in 2010 allow any taxpayer to convert exiting tax-deffered accounts into Roth IRAs, regardless of income.
Tuesday, September 15th, 2009 Now that you've gotten a handle the financial viability of your portfolio, it's time to undertake a broad strategic review in order to take stock of what has occurred over the past year.
Article Tools:
|
|
|
|
|
| 
 Tom Orecchio, CFA, CFP, ChFC, CLU, AIF Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Old Tappan, NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management.
Mr. Orecchio can be reached at TomO@ModeraWM.com. Physician's Wealth Manager Tom Orecchio, CFA, CFP, ChFC, CLU, AIF Tom Orecchio's Physician's Wealth Manager blog looks at the principles of wealth management and financial planning to achieve financial success.
|
|
|
| |
|
Intellisphere, LLC l 666 Plainsboro Road, Building 300, Plainsboro, NJ 08536 l P 609-716-7777 l F 609-716-4747
|
 |
Copyright ©MDNG 2006-2010
Intellisphere, LLC
All Rights Reserved
|
|
|
|
|
|
