I wanted to let you know about an exciting project I’ve been working on. As most of you know, Maggie Swanson of Modus is my daughter. Eight years ago she was in a bad accident while studying abroad in Spain. Her recovery has been remarkable, so much so that I’ve written a book about it! The book 25
The Meaning of Having it All
What is the meaning of having it all? This could mean something different to a young jet-setter than it does to a devoted mom. Modus Advisors' own Kari Haanstad says "The 'all' will change and morph as priorates and circumstances change." Kari just may have found the best of both worlds. Kari
2021 Year-End Recap
https://vimeo.com/672370493 Tad Weiss, CFP®, President of Modus Advisors, talks with our own Kari Haanstad to provide a 2021 year-end recap. Kari is our Chief Investment Advisor and resident Chartered Financial Analyst (CFA®). STOCK MARKET While 2021 was a relatively calm year for the
New Year, New Contribution Limits
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
