FOCUS WEALTH MANAGEMENT, LTD.

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Monez named shareholder of Focus Wealth Management

Tommie L. Monez has been named a shareholder of Focus Wealth Management Ltd. “Tommie has been instrumental in building and expanding the client-centered focus of our firm,” said Sandra Atkins, president. In addition to her duties as chief investment ...

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Loudoun Times.com
February 8, 2011
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Your practice: Five tips for effective client meetings

"It is the thing that really keeps us on track," said Helen Modly, executive vice president of Focus Wealth Management Ltd, a registered investment adviser in Middleburg, Virginia. The first items on Modly's agenda for a 90-minute meeting are issues the ...

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Reuters
May 21, 2013
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The best tax tip for 2008: Don't give the IRS anything at all to quibble over

Beware of buying a mutual fund before it makes its yearly capital gains distribution, which is usually in mid-December, said Helen Modly, of Focus Wealth Management Ltd. Record mutual-fund withdrawals have forced managers to sell their profitable stocks to ...

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Boston
December 18, 2008
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COMPLY-When tweeting makes discipline easy for U.S. regulators

Helen Modly, a wealth manager at Focus Wealth Management Ltd in Middleburg, Virginia, tweets occasionally about articles she finds interesting, and advisers at her firm never use their personal Facebook pages to discuss work. Nor do their individual ...

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Yahoo Finance
February 7, 2014
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Groups unite on Capitol Hill

Still, "it's clear that the three financial planning organizations' banding together shows there's a real fight coming down the road," said Helen Modly, a NAPFA member who is executive vice president of Focus Wealth Management Ltd. of Middleburg ...

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Investment News
December 13, 2008
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Retirement Portfolios & ETFs

Helen Modly, CFP, ChFC and executive vice president with Focus Wealth Management Ltd., in Middleburg, Va., says her firm uses ETFs as core holdings, because the funds can span an asset class while keeping costs and taxes lower. She also uses the SHY fund ...

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Think Advisor
March 17, 2009
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A Time for Giving

"You set up a GRAT because you think your investment growth will be higher than the applicable federal rate," says Helen Modly, a financial adviser who specializes in estate planning for Focus Wealth Management Ltd. in Middleburg, Va. "These days that ...

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Wall Street Journal
April 12, 2009
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10 Tips for Successfully Implementing New Technology Solutions for RIAs

Wealth Manager and Executive Vice President at Focus Wealth Management, Ltd. ABOUT ENVESTNET | TAMARAC Envestnet, Inc. ENV, +4.98% is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture ...

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Market Watch
October 22, 2014
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IRS on the lookout for tax cheaters

Beware of buying a mutual fund before it makes its yearly capital gains distribution, which is usually in mid-December, said Helen Modly, a fee-only financial planner at Focus Wealth Management, Ltd. in Middleburg, Va. Payout dates are generally posted on ...

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Worcester Telegram & Gazette
December 11, 2008
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10 Tips for Successfully Implementing New Technology Solutions for RIAs

The study provides a step-by-step checklist with attributes RIAs should look for when evaluating potential ... Wealth Manager and Executive Vice President at Focus Wealth Management, Ltd. ABOUT ENVESTNET | TAMARAC Envestnet, Inc. (NYSE: ENV) is a leading ...

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Virtual-Strategy Magazine
October 22, 2014
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Your Voices: Helen Modly

Helen Modly, CFP/ChFC, is executive vice president of Focus Wealth Management Ltd. Financial advisers who would like to contribute to this blog can write to Brian Cronk at brian.cronk@dowjones and Kevin Noblet, Kevin.Noblet@dowjones.com

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The Wall Street Journal
September 28, 2009
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Post-Crash Planners Keep the Faith in Stocks: Jane Bryant Quinn

Helen Modly of Focus Wealth Management, Ltd., in Middleburg, Virginia, advises cash accounts for two years' worth of expenses plus enough bonds coming due in each of the next three years to pay those bills, too. Burt Hutchinson of Fischer & Hutchinson ...

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Bloomberg
November 4, 2008
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Envestnet : 10 Tips for Successfully Implementing New Technology Solutions for RIAs

Wealth Manager and Executive Vice President at Focus Wealth Management, Ltd. Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify ...

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4 Traders
October 22, 2014
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When to Think About Tomorrow

The process of two individuals combining families, income streams and retirement assets often triggers financial planning, says Helen Modly, a financial planner with Focus Wealth Management Ltd. in Middleburg, Va. Estate and tax issues are usually the ...

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Wall Street Journal
July 13, 2008
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8 Estate Planning Mistakes to Avoid

Richard J. Busillo, CFP, AIF, RPA; RTD Financial Advisors, Inc., Philadelphia 4. Naming minor children as account beneficiaries Letting clients name minor children outright as primary or contingent beneficiaries of life insurance or retirement plans.

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Life Health Pro
February 29, 2012
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COMPLY-When tweeting makes discipline easy for U.S. regulators

Helen Modly, a wealth manager at Focus Wealth Management Ltd in Middleburg, Virginia, tweets occasionally about articles she finds interesting, and advisers at her firm never use their personal Facebook pages to discuss work. Nor do their individual ...

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Reuters
February 7, 2014
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D.C. attracts intellectual, financial capital

You have to understand how clients see themselves, and be sensitive to that.” Helen Modly, executive vice president of Focus Wealth Management Ltd. in Middleburg, Va., calls the region “the pulse of the whole country.” “The D.C. metropolitan area ...

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Investment News
December 3, 2012
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Two Popular Social Security Strategies Now Only Available to a Few

Thanks to the budget act of 2015, which was signed into law Nov. 2, 2015, the clock is ticking for those who qualify for and still want to take advantage of two sophisticated claiming strategies for Social Security benefits: file-and-suspend and filing-a ...

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Morning Star
November 11, 2015
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People on the Move: Nov. 23

The weekly roundup of senior-level executive appointments in Greater Washington. For more People on the Move, check out the Washington Business Journal's print edition each week. Send announcements to washingtonbusinessleads@bizjournals.com. Murray ...

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The Business Journal
November 23, 2009
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Stock rebound draws call for caution from advisers

"Everybody is worried about a meltdown but it's almost like listening to wolves howling," said Helen Modly, executive vice president of Focus Wealth Management Ltd, a registered investment adviser in Middleburg, Virginia. "We've been hearing about it for ...

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Chicago Tribune
June 5, 2012
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