Blog / News


Thankfulness and Contentment

Posted by: Tad Weiss on March 25, 2015, Latest News

One of the very rewarding parts of financial planning is to work with clients over a long period of time, and to ultimately reach a significant goal. I just had a meeting with a client that I started working with in 1992, who will reach her goal of retiring this May. It was a great … Continue reading Thankfulness and Contentment

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Get the Power!

Posted by: Tad Weiss on March 10, 2015, Latest News

One of the top financial planning priorities that we often discuss with prospective clients is saving money for their child or grandchild’s college education. With the cost of college exceeding $50,000 per year at some institutions, it takes years of saving and good investment results to reach this goal. It is still a shock when … Continue reading Get the Power!

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Don’t Miss Out!

Posted by: Tad Weiss on February 23, 2015, Latest News

When I see a headline like the one above, I usually am tempted to click on it, and then I’m often disappointed in the result. That’s not the case this time though, as we have some new information to share that we think you will find helpful! I’ll be posting a new blog article to … Continue reading Don’t Miss Out!

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Tad Weiss Named to LPL Chairman’s Club in 2014

Posted by: snap_admin on July 31, 2014, Latest News

Tad Weiss, MBA, CFP®, an independent financial advisor at Modus Advisors, was named to the Chairman’s Club of LPL Financial for the 10th straight year. This distinction is based on a ranking of all registered advisors supported by LPL Financial, and is awarded to less than 5% of the firm’s 13,800 independent advisors. Tad is … Continue reading Tad Weiss Named to LPL Chairman’s Club in 2014

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Tad Weiss Recognized as a Top Financial Advisor by LPL Financial

Posted by: snap_admin on February 1, 2011, Latest News

Eden Prairie, MN – February 4, 2011—Tad M. Weiss, an independent financial advisor at Modus Advisors in Eden Prairie, MN today announced that he was recognized as a top financial advisor and named to the LPL Financial Chairman’s Club. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC (―LPL Financial‖), the … Continue reading Tad Weiss Recognized as a Top Financial Advisor by LPL Financial

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