“It’s Greek to Me!” – Understanding Your Investment Statements

By Eve Kaplan, Certified Financial Planner™ Note: I recently gave a seminar at the Bernards Township Library in Basking Ridge, NJ. Here are a few points that we touched on. When you look at your monthly investment statement, do you think “this looks like Greek to me”? Do you ignore all but the first page, […]

Are You a Near-Sighted or a Far-Sighted Investor?

by Eve Kaplan, Certified Financial Planner(TM). Are you a Near-Sighted or a Far-Sighted investor? If you’re a near-sighted investor, you probably check your investment balances frequently (even several times a day) and you feel good when your investments are up. Your focus is short-term, even though you may live another 30-50 years. Conversely, you worry or feel regret when […]

The 3 Main Investment Styles: Pros and Cons

By Eve Kaplan, CFP® There are pros and cons to investing in the three main investment styles: active, passive and “evidence-based investing.” The benefits of “evidence-based investing” will be clearer after reviewing “active” vs. “passive” investing styles. 1. Active Investing through Mutual Funds: “Active” investors aim to “beat the market” (or a portion of a […]

The Top 11 Investment Pitfalls You – or Your Advisor – Often Commit

By Eve Kaplan, CFP® Here are the top 11 investment pitfalls I often see individuals AND advisors committing. (note: I’ll be discussing these in detail at a complimentary lecture at the Bernards Township Library on Thursday April 30, 7-8:30 pm; please call Lynne Hilf at 908-204-3031 x4 for more information). If you’re a “do it […]

Boost Your Financial Health in 12 Monthly Steps

By Eve Kaplan, CFP® Yup – it’s that time of year again when you consider your New Year’s Resolutions. The top 3 New Year’s Resolutions recur each year: eat less, exercise more anHere are 12 monthly steps to cultivate better financial health.d clean up your finances/investments. You can do much of this if you’re a […]