What the SECURE 2.0 Act Means for You and Your Retirement The Senate passed the SECURE 2.0 Act on Thursday, December 12th. The bill now goes to the House of Representatives for their vote. Assuming the House passes the bill, it then goes to President Biden, who signs it into law. We
IRONMAN Madison WI
I don’t know what you were doing on Sunday, but, like me, you probably weren’t running a full 26.2 mile marathon AFTER biking 112 miles AFTER swimming 2.4 miles in open water. And, you probably didn’t do this in 55 degree temps with 20 mph winds and never-ending pouring rain. But this is exactly
Student Loan Forgiveness
Student Loan Forgiveness We finally got some answers on Wednesday to the long-standing question of whether or not the Biden administration would provide some sort of federal student loan forgiveness. The answer is yes – for most borrowers, anyway. We’ll get more details over the weeks to
Introducing 25 Meters
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
