The Ten Commandments for Strong Financial Health

Create PDFPrintHere are the Ten Commandments for achieving strong financial health. The Ten Commandments: KNOW HOW IS YOUR ADVISOR IS PAID. It really does matter because the quality and kind of advice you receive is a result of how your advisor is paid. The best model for receiving investment and financial planning advice is the […]

Three Common Investment Mistakes, And How To Fix Them

Create PDFPrintby Eve Kaplan, Certified Financial Planner(TM) Whether you’re working with a broker or  advisor, or you’re managing your own investments, watch out for these common investment errors. They are: 1) having multiple overlapping holdings (and not being aware of it), 2) having a risky portfolio that’s a poor fit with your needs and 3) […]

Are You Making These Common Investment Mistakes? Here’s What To Do.

Create PDFPrintBy Eve Kaplan, Certified Financial Planner™ Do you manage your own investments? If so, you may be making one or more of these common mistakes: 1) you have an extreme portfolio that’s a poor fit with your needs, 2) you have too many overlapping holdings and/or 3) if you’re married, one spouse (often the […]

5 Lessons Learned from the 10 Year US Bull Market

Create PDFPrintBy Eve Kaplan, CFP® We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time: Lesson 1: Stay the Course When Things Get Rough The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was […]

Does It Pay Off To Invest In A Financial Plan?

Create PDFPrintBy Eve Kaplan, CFP® Professional Does it pay off to have a financial plan in place? Thanks to a number of new studies, it’s possible to answer this question clearly and unambiguously: Yes.  One such study by Morningstar* tracked households over 15 years and ranked their financial soundness and the quality of their financial […]