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Market Thoughts During a Crazy Time
Here’s what to do when all hell breaks loose in markets. Stay calm and read this.
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...
Smart Ways To Handle A Highly Appreciated Investment
Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.”...
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...
Three Common Investment Mistakes, And How To Fix Them
by 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)...
Are You Making These Common Investment Mistakes? Here’s What To Do.
By 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...
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:...
(Financial) Things To Do Before You Die
By Eve Kaplan, CFP® Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse...