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Thursday, April 21st, 2011
The economy performed solidly in the first quarter and early quarterly earnings results have been better-than-expected. Even in more optimistic times such as these, however, it’s critical to make sure that your portfolio has a clear investment strategy and is adequately diversified. Individual investors may also want to take a closer look at alternative assets to protect the downside during times of extreme volatility.

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Author Bio
Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Old Tappan, 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@ModeraWM.com.
Blog Information
Tom Orecchio, CFA, CFP, ChFC, CLU, AIF Tom Orecchio's Physician's Wealth Manager blog looks at the principles of wealth management and financial planning to achieve financial success.


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