Helen Modly

  • Life Insurers Under Fire

    By Marlene Y. Satter  |  November 1, 2010

    At the end of July, in the midst of one of the most financially troubled summers in recent memory, headlines at Bloomberg blazed with charges that insurance companies were profiting from the deaths of servicemen.

  • Retirement Portfolios & ETFs

    By Ed McCarthy, CFP  |  March 18, 2009

    Though short-focused or commodity-themed exchange traded funds (ETFs) are making headlines for their performance, such funds are only a small part of the ETF universe.

  • After-Death Experiences

    By Lewis Schiff  |  June 1, 2008

    While the death of the person to whom you've been married is enough of an emotional challenge in itself, many wealthy widows in particular discover...

  • A Steady Stream

    By Elaine Robertson Demby  |  February 1, 2007

    Recently Helen Modly advised a 70-year-old client to purchase an annuity--advice she would not have imagined herself giving 10 years ago. "Like a lot of...

  • Small Packages

    By Britt Erica Tunick  |  April 1, 2006

    The smart money in 2006 is on small and micro cap stocks--at least that is the consensus among a large part of the investment community. Both...