|
Forecast 2012: Past & Present
 
 
On February 23, 2012, Melissa Motz presented the Forecast 2012: Past & Present at the Hotel Fiesole in Skippack, PA. Melissa began the evening with some fun Oscar trivia and multiple choice questions about market language. Prizes were awarded to guests with the correct answers.
The objective of the update was to review where we've been, where we are, and where we may be going. Melissa reviewed the big stories of 2011, some of the things the "pros" predicted for 2011, and the actual performance in 2011. The stock market increased dramatically from its lows in March 2009. Unemployment rates are improving, but they're still high. Retail sales have been solid, consumer confidence is up, and after-tax corporate profits are at a record high. Melissa also highlighted some things to watch for in 2012 with the global economy, U.S. housing market, and the U.S. job market.
We would like to thank Matt Delzingaro from Cole Real Estate Investments for sponsoring the event and the Hotel Fiesole for hosting us at their venue.
Melissa attends PCEH Poker Night
 On November 17th, Melissa participated in a poker and black jack tournament sponsored by The Philadelphia Committee to End Homelessness. PCEH works to support and empower homeless individuals to re-connect with society. Professional players including Bill Chen, Adam Gerber and John Renzi were also in attendance at the event. Cash prizes were awarded and a grand prize 42" flat screen television was given to the first place winner. Melissa didn't win the grand prize that night, but she did have a great time at the event!
Coffee, Tea and Chocolate Shopping Night
 On November 9th, Motz Wealth Management hosted a night of shopping and coffee, tea and chocolate pairing to benefit The Children's Hospital of Philadelphia. Thanks to those who joined us, we were able to raise over $800 for the Hospital. The event was held at Ten Thousand Villages in Souderton, PA. Guests were able to get a head start on holiday shopping while sampling organic and fair trade treats! Ten Thousand Villages is one of the world's largest fair trade organizations, specializing in unique handmade gifts, jewelry and home décor representing artisans from around the world. We had a great time at the event and hope to host another shopping night in the future!
Melissa attends Cambridge National Conference
Melissa joined over 800 of her colleagues to attend the 2011 Cambridge National Conference in Atlanta, Georgia, November 3rd - 5th. Conference participation set a new record as Cambridge Advisors from across the country gathered together at the Marriott Marquis to share best practice ideas between rep-advisors, engage with company executives, and meet new and long-time sponsors. Throughout the conference, members of the Cambridge board – Eric Schwartz, Cambridge founder, chairman, and chief executive officer; Amy Webber, president and chief operating officer; Jim Guy, first executive vice president and chief marketing officer; and Dan Sullivan, senior vice president, marketing – all affirmed Cambridge's commitment to enhance its rep-advisors' journeys to success by promoting initiatives that offer time management, succession planning, and marketing solutions.
Conference attendees received a warm welcome from Atlanta, and, in response, combined their efforts to raise funds for the Fugees Family, a not-for-profit organization devoted to helping child survivors of war develop to their fullest potential by providing them a safe, loving, and educational environment. Prior to the conference, Cambridge donated items for rep-advisors to bid on during a silent auction. On the closing day of the conference, Cambridge presented a check for over $30,000 to members of the Fugees Family in the spirit of giving back and holding true to their values of integrity, commitment, flexibility, and kindness.
Melissa named a 2011 Philadelphia Five Star Wealth Manager
November 1, 2011 - We are proud to announce that Melissa was named one of the recipients of the 2011 Philadelphia Five Star Wealth Manager award. The award winners appear in a special section of the November issue of Philadelphia magazine.
Five Star Professional partnered with Philadelphia magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and commitment to overall satisfaction. Fewer than three percent of the wealth managers in the Philadelphia area were selected.
Surveys were provided to approximately one in four high-net-worth households (more than 120,500 households) and more than 9,000 financial services professionals within the Philadelphia area.
Survey recipients were asked to evaluate wealth mangers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
Please join us in congratulating Melissa on this excellent achievement!
** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
2011 Wine Tasting Dinner
“Drinking good wine with good food in good company is one of life’s most civilized pleasures.” – Michael Broadbent
The 2011 Wine Tasting Dinner was held on Wednesday, October 12th at the Indian Valley Country Club in Telford, PA. The evening started off with hors d'oeuvres and two select wines – La Marca Prosecco, a sparkling wine from Veneto Italy, and Angeline Pinot Noir from California. A grilled romaine salad was paired with King Estate Acrobat Pinot Gris from Oregon. A duet of sliced pork tenderloin and roasted monkfish was paired with William Hill Chardonnay from the Central Coast of California and Kenwood Yulupa Cabernet Sauvignon from Sonoma County, California. As a perfect ending to the evening, a white chocolate and peach trifle was served with Elmo Pio Moscato, a refreshingly crisp, sweet wine from the Piemonte region of Italy.
The room was filled with good food, great conversations and wonderful people! We even had some trivia questions and raffles, complete with prizes for the winners. Motz Wealth Management would like to thank our sponsors for the evening: Oppenheimer Funds, Allianz, Lincoln Financial, Franklin Templeton, and MFS. A special thanks to Vanguard for providing the wonderful raffle gifts. We would also like to thank Indian Valley Country Club and Capital Wines for the beautiful venue, delicious food and fantastic wines.
Melissa Inducted into the Montgomery County Community College Alumni Hall of Fame
 On September 30, 2011, Melissa was among 6 distinguished alumni to be inducted into the Montgomery County Community College Alumni Hall of Fame. Awards are presented annually to select alumni who demonstrate excellence in service to their communities, their professions and the College. Their achievements serve to inspire today's students in pursuit of academic, professional and personal excellence. Congratulations to Melissa on this outstanding achievement!
Click here to read more about the award.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Cambridge Investment Research makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
2011 Motz Wealth Management Prosperity Scholarship Winner Announced
 In August, Montgomery County Community College announced the winner of the Motz Wealth Management Prosperity Scholarship for 2011. Shortly thereafter we received a lovely thank you letter from the recipient that touched Melissa so deeply that she wanted to share it with you. Motz Wealth Management has been sponsoring their Prosperity Scholarship since 2006 and has helped a number of non-traditional students on their way to a successful career. (Click image to enlarge).
2011 Half Time Report
On August 18, 2011, Melissa Motz presented our sixth annual Half-Time Report at the Hotel Fiesole in Skippack, PA. Melissa began the evening with some fun pet trivia. Did you know that 33% of Americans call their dogs while they’re away from home to leave phone messages for them? And that there are one million dogs in the United States who have been named primary beneficiaries of their owners’ wills? Melissa is thinking about starting financial planning for dogs’ trusts! Prizes were awarded to guests with the correct answers.
The update was very timely considering the volatility of the market recently. Melissa reviewed the four big stories of the first half of 2011, including the Greek Bailout, global debt, and US housing, unemployment and confidence numbers. She reviewed the optimists’ view of the stock market going forward – a “cheap” housing market, strong corporate earnings, and consumers living within their means, and what the “bears” are saying about the future of the stock market – inflation, companies hoarding cash, and underwater mortgages. Melissa also talked about our tactical investment strategy and explained how it works in such a volatile market.
We would like to thank John Keating and David Fiorita from Delaware Investments for sponsoring the event and the Hotel Fiesole for hosting us at their venue.
Melissa in the News - Again!
We are in the business of giving advice at Motz Wealth Management. Melissa’s advice was recently published in a Yahoo Finance article (5 Expenses That Derail Retirement) released on July 27, 2011. Please click here to read the article.
Melissa Motz Attends Cambridge Women Advisors Forum in Chicago
Melissa was invited by her broker-dealer, Cambridge Investment Research, Inc. (Cambridge), to attend the inaugural event on June 16-17, 2011 hosted by Cambridge President and COO, Amy Webber. More than 60 rep-advisors attended the forum which featured a broad array of relevant educational sessions for advisors including: utilizing social networking, TEAM Dynamics: Selling and Managing with Personality DNA, Secrets of the Rainmaker - Proven Ideas to Attract Clients, principal protection, lifetime income strategies, portfolio solutions, and socially responsible investing. Attendees were able to consult with industry experts and members of the Cambridge executive team to gain perspective on industry trends. The forum is just one example of Cambridge’s dedication to helping advisors learn and grow, providing opportunities for financial professionals to continually enhance their knowledge to better serve clients.
Montgomery County Community College - Leading Women Symposium and Golf Outing
 Melissa and her team participated in the Leading Women Symposium and Golf Experience, hosted by the Montgomery County Community College Foundation, on Thursday, June 2, 2011 at the Blue Bell Country Club. The day began with a brunch and keynote address by Lynn M. Utter, President and COO of Knoll North America. Following brunch, Melissa and Pam hit the golf course and Jeanne and Jen participated in the novice golf instruction taught by PGA and LPGA pros. Following golf, an apres golf reception was held with awards and raffles. Mark your calendar now for next year’s date - June 7, 2012!
Melissa Motz Attends National Conference for Top Wealth Advisors
Melissa Motz recently had the opportunity to attend a semi-annual conference for some of the top wealth advisors in the country. She participated in a three-day workshop on May 4-6, 2011, that enabled her to increase knowledge, generate amazing new ideas, and gain access to a network of some of the nation’s most successful wealth advisors, all of which will help enhance the services she provides to clients in our area and beyond.
Melissa learned from the experience of others during panel discussions and role playing exercises, enjoyed an exchange of ideas in a small group setting on topics pertaining directly to augmenting client services, and viewed presentations on the latest financial products.
"This exciting workshop has given me many new ideas about ways I can enhance my service to my clients," said Melissa. "I’m looking forward to implementing some of these ideas in my practice over the coming months."
Melissa enjoyed having the opportunity to spend time focusing exclusively on strengthening her skills and reinvesting in her practice. Attending the workshop will help her continue to provide her clients with extraordinary service.
Melissa in the News
We are in the business of giving advice at Motz Wealth Management. Now our advice is getting national coverage as Melissa was quoted in a CNBC article published February 8, 2011. Please click here to read this article.
Motz Year End Report
 On February 17, 2011, Melissa Motz presented the annual Year End Report. The event offered the opportunity for audiences to get a handle on past and current trends in the U.S. economy, and to consider some possible future economic scenarios. During her presentation, Melissa reviewed the performance of the stock market over recent years and highlighted some of the positive aspects of the current economy, including increased corporate profits and an extension of the Bush-era tax cuts. She also discussed some of the challenges we face, such as persistently high unemployment, a weak housing market, and modest economic growth. Melissa then went on to analyze some possible "end game" scenarios for the U.S. economy and offer her thoughts on what 2011 will hold in terms of housing, markets, unemployment and more. At the end of the evening, audience members had a better understanding of some of the challenges - and opportunities - we may face in the year ahead.
We would like to thank everyone who attended the event! We would also like to thank Hotel Fiesole for hosting us at their venue and Erik Nanda from Prudential Funds/Jennison for sponsoring the event.
View more archived news and events.
|
