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The Best Time to Draw Social Security

Posted by: on July 12, 2019, Uncategorized

According to a recent article on Yahoo Finance, only 4% of retirees are claiming Social Security benefits at the most financially optimal time.  Rather than waiting to take Social Security benefits at a time that would maximize the money that they receive from the government, these retirees are opting to claim at the earliest time … Continue reading The Best Time to Draw Social Security

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Modus Advisors – Celebrating Ten Years!

Posted by: Tad Weiss on March 7, 2019, Latest News

Ten years ago, on March 9, 2009, Modus Advisors opened its doors in Eden Prairie, MN. It was an inauspicious day to start a company, particularly in the financial services industry. The stock market, as measured by the S&P 500, had fallen 56.8% from its peak on October 9, 2007. What came to be known … Continue reading Modus Advisors – Celebrating Ten Years!

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Q2 2018 Market Update

Posted by: Tad Weiss on July 31, 2018, Market Update

Market Update 2017 was a period when nearly everything worked for investors. This was most decidedly NOT the case for the first half of 2018. Indexes representing international equities, emerging markets, fixed income, and U.S. value stocks were all down between -2% and -7% for the first half of the year. Despite the widespread difficulties, … Continue reading Q2 2018 Market Update

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Not So Small!

Posted by: Tad Weiss on May 2, 2017, Latest News

You may have heard that this week is National Small Business Week. The technical definition of a Small Business is an independent business with fewer than 500 employees, but I certainly think of businesses on the low end of that range when I hear the term. In 2013, 48% of the workforce was employed by … Continue reading Not So Small!

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The Glass is Half Full

Posted by: Tad Weiss on March 10, 2017, Latest News

          Eight years ago to the day, March 9th, 2009, we opened our doors at Modus Advisors. In many respects, it was the absolute worst time to start an investment services and wealth planning business. The Dow Jones Industrial Average (DJIA) peaked on October 9th, 2007 with a closing price of … Continue reading The Glass is Half Full

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