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Market Volatility Déjà Vu

By Eve Kaplan, CFP® (C) Copyright by Eve L. Kaplan. All Rights Reserved. Every time markets go haywire, it’s worth remembering that volatility is the “the price of admission” to hold something (usually stocks) that outpace inflation and deliver good returns over the...

The Ten Commandments for Strong Financial Health

Here 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...

The Problem With Brokers

I’ve seen my fair share of brokerage statements from Big Name Brokers cross my desk over the years. Very often I’m appalled by what I see. Why? I often see brokerage accounts stuffed with scatter-shot investments (often excessive amounts of large cap US stocks) with...

Why Invest in Bonds?

The BIG THREE pillars of investing are Stocks, Bonds (sometimes called “fixed income”) and Cash. Other smaller investment categories include REITs (Real Estate Investment Trusts), commodities and alternative investments, etc. In my experience, clients understand the...

Don’t Make These Investment Mistakes!

By Eve Kaplan, Certified Financial Planner™ The investment world is a confusing, opinionated and noisy place. Here are 2 classic investment mistakes that are very common: 1) trying to time markets and 2) stock-picking your way to investment success. Mistake One:...