Physician's Wealth Manager
  • Tom Orecchio, CFA, CFP, ChFC, CLU, AIF, Friday, July 2nd 2010
    The S&P 500 posted its first negative "named" decade ever from 2000 to 2009. That means, if you invested $1 in the S&P 500 at the beginning of '00, you would have had 91 cents at the end of '09. So, were the 2000s the "lost decade" for investors? Not for all -- investors who maintained diversified portfolios actually fared much better.
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.
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