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 […]

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other words, you have “longevity risk.”  What […]

It Pays To Be a Tax-Savvy Investor

by Eve Kaplan, CFP(R) Practitioner Be a tax-savvy investor and employ strategies to reduce taxes.  Various strategies  include  1) asset location, 2) tax-managed mutual funds,  3) index Exchange Traded Funds (ETFs) and 4) tax loss harvesting. Finally, higher income earners (individuals and jointly filing couples who exceed $200,000 and $250,000 of modified adjusted gross income, respectively) […]

Ring in the Year with Investment Clarity!

 by Eve Kaplan, CFP(R) Practitioner “Out with the old and in the new” – so the old adage goes at the start of each year.  I hope 2014 will bring even more clarity and transparency to the financial planning and investment world so the public is better informed and better protected. Grand Theft, Ponzi-Style: We […]