Physician's Wealth Manager
- Over the last 18 months, investors turned to bond mutual funds to net higher yields -- pumping nearly $400 billion into bond funds in 2009 and another $112 million through May 5, 2010. The question is, how long will this bond-friendly, low-interest-rate environment last?
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.
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.