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Posted by: Tad Weiss on January 2, 2020, Latest News

The final weeks of 2019 saw the passage of the SECURE Act, ushering in sweeping rule changes for retirees. The SECURE legislation- which stands for “Setting Every Community Up for Retirement Enhancement”- has a number of revisions to current tax law. In this article we’ll highlight the key changes of which investors should be aware. … Continue reading The SECURE Act

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Modus Advisors Welcomes Ryan Peckskamp

Posted by: Tad Weiss on December 13, 2019, Latest News

To our clients and friends, We are pleased and excited to announce that Ryan Peckskamp has joined the Modus Team! Ryan will continue in his role as a Financial Advisor, working with his clients of the past 10 years as well as helping to serve our existing clients at Modus. Ryan adds depth and experience … Continue reading Modus Advisors Welcomes Ryan Peckskamp

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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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