Focus in the News

 


Helen Modly is a monthly columnist for two financial planning resources, MorningstarAdvisor.com and Horsesmouth.  She has also been widely quoted in many consumer publications, including the following:

 

Helen Modly addresses Virginia CPA's in Proffessional Development Conference  (Middleburg Eccentric Dec 17, 2009- Jan. 28, 2010 issue) Click here for details on this speaking engagement.


Financial Planning That Lasts Forever, (WSJ, "Your Voices" Sept. 28, 2009) Helen discusses CFP Board of Standards, Revised Standards. Click here to read this blog.

 

Saving Grace, (Investment Advisor, June 1, 2009) Tommie Monez is quoted on client management. Click here to read this article

Focus Wealth Management, LTD Meet a Highly Qualified Team, (Middleburg Eccentric, April 2, 2009)  Click here to read this article

The Mess They Left (FiLife.com, (a WSJ Partner), April 13, 2009) Helen is quoted on estate administration. Click here to read this article

A Time for Giving (The Wall Street Journal, April 13, 2009) Helen discusses "Why now is a good time to consider a GRAT" Click here to read this article

Certifications for Financial Advisors, (BusinessWeek) CFP? CFA? CDFA? ... what it takes to earn those titles... To read this article, click here.

 

Do You Have an Age-Appropriate Portfolio? (BusinessWeek, Sept. 4, 2007) ... Helen discusses portfolio diversification... To read this article, click here.

 

Retirement Portfolios & ETFs,  (Research Magazine, March 18, 2009)  Helen discusses Exchange Traded Funds... To read this article, click here

 

Emerging Markets: Time to Invest? (BusinessWeek, March 4, 2009) Helen is quoted ...  To read this article, click here

 

After Death Experiences,  (Investment Advisor, June 1, 2008) Helen discusses the vulnerability of High-net worth widows... To read this article, click here

 

401(k) vs. IRA (The Wall Street Journal, December 2, 2008) Helen discusses early withdrawls... To read this article, click here

 

Deficits May Make U. S.  Eager to Pounce on Tax Returns (Update 1), Commentary by Jane Bryant Quinn (Bloomberg.Com Dec. 11, 2008) Helen is quoted in this article... To read this article, click here.


Post-Crash Planners Keep the Faith in Stocks,  Commentary by Jane Bryant Quinn (Bloomberg.Com Nov. 5, 2008) Helen is quoted in the article... To read this article,  click here.

 

Financial Planners Largely Keeping Faith in Stocks, an article by Jane Bryant Quinn (The Washington Post,  Nov. 9, 2008) Helen is quoted in this article... To read this article, click here.

When to Think about Tomorrow (The Wall Street Journal, July 14, 2008) Helen discusses financial planning after remarriage ... To read this article, click here

 

Can This Retirement Be Saved? (CFO.com, Nov. 1, 2007) Helen is quoted in this article ... To read this article, click here.

 

5 Biggest Estate Tax Mistakes (OnWallstreet, Nov 1, 2007) Helen is quoted on estate planning pitfalls... To read this article, click here

 

The Economics of Separation and Divorce (The American College Online) Helen is a guest speaker ... To listen to this podcast, click here...

 

The Fiduciary Voice  Helen is interviewed on the importance of an advisor adhering to a fiduciary standard... To listen to this podcast, click here.

 

Mutual Funds, Recent Market Slide..., The Washington Post, July 30, 2006

 

Reality Check, Invest. It’s Your Future (Smart Money), Summer 2006 Helen advises a first time home buyer... To read this article, click here.

  

Age 50… and little saved, (CNNMoney.com, June 22, 2006) Helen is quoted on retiree spending... To read this article, click here.

 

Dare to Dream, Fidelity Magazine, June 2006

 

Could You Please Die Sometime in 2010?,  (Money, February 2006) Helen is quoted ... To read this article, click here.