Happy New Year! A new year brings with it new limits for contributions and savings. Many of the figures this year are updated. This article highlights the federal contribution limits of which to be aware as you enter this new year. Qualified Plans: For qualified plans, such as 401(k)s
A Minute with Modus – What the Economic Rebound Means for Your Portfolio
A Minute with Modus - What the Economic Rebound Means for Your Portfolio Kari Haanstad, CFA®, discusses the "medicine" of fiscal and monetary stimulus and what the economic rebound means for your investment portfolio. Last year, many people were dealing with COVID-19. Our economy was also sick.
A Minute with Modus – Growth vs. Value in Today’s Market
A Minute with Modus - Growth vs. Value in Today's Market Kari Haanstad, CFA, explains that we are seeing a shift in leadership in the markets. Now is a great time to assess your portfolio to ensure you have enough exposure to the types of equities that thrive in the current market conditions. We
A Minute with Modus – Top Tax Tips
A Minute With Modus - Top Tax Tips You've filed your taxes and are done for another year. Feels great, right? Well, now is the time to get thinking about next year's taxes and some strategies to employ right now as you look ahead to next year's tax filing. In this video, Maggie Swanson
1Q 2021 Commentary
1Q21 Update Market Update What a difference a year makes! It’s hard to believe that, exactly one year from its low on March 23, 2020, the S&P 500 was up a staggering 81%. Over the course of the past 12 months, we’ve gone from virus to vaccine. From
Q1 2021: Leukemia & Lymphoma Society
When someone we love goes through something we just cannot fix, the sentiment always seems to be “I just wish there were something I could do.” A few years ago, I watched helplessly as my dear friend Heidi Gusenius endured a fight against AML, a type of Leukemia. In fact, this was her second
Modus Advisors Welcomes Cathy Hayes
To our clients and friends, We are delighted to announce that Cathy Hayes has joined the Modus Advisors Team! Cathy brings years of client service work to her role as Administrative Assistant. She truly loves serving clients. Cathy is eager to start forming client relationships and to keep the
Future Focused
Most, if not all, of us are happy to have 2020 in the rearview mirror. The coronavirus, racial tension and riots, and a hotly contested election pushed us all to the brink. A return to “normal,” whatever that looks like, would be welcome in 2021! Unprecedented Times I’m often asked if we’re in
New Website!
We are excited to introduce our new website that is found at the same address, www.modusadvisors.com. Diane York, Client Relationship and Marketing Manager at Modus, headed up the project. We were very pleased to work with Lighthouse Media for the videos and Luminfire for the website design. On
