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:
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
After Death Experiences, (Investment Advisor, June 1, 2008) Helen discusses the vulnerability of High-net worth widows... 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