Physician's Wealth Manager

2009 Closes Decade Unique to Annals of Investing
, Monday, February 8th 2010
If there can be one financial lesson drawn from 2009, it is to maintain a well-diversified portfolio with different asset classes with low correlations to one another. This ensures you are not dependent on any single asset class to achieve your investment goals.

AUTHOR BIO

Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.

BLOG INFORMATION

Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.