by Eve Kaplan | Mar 19, 2020 | Financial Planning, Investing, Investments
by Eve Kaplan CFP(R) Dear Reader, This is a letter I sent all my clients about the current market turmoil. “We are facing a viral beast that requires many or most of us to be in lock down for some time. This is an unpleasant and worrisome time, to say the least....
by Eve Kaplan | Feb 25, 2020 | Financial Planning, Investing, Investments
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...
by Eve Kaplan | Nov 22, 2019 | 401(k) and 403(b) Plans, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investing, Investments, Long Term Care, Retirement Planning, Taxes
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...
by Eve Kaplan | Aug 26, 2019 | Investing, Investments
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...
by Eve Kaplan | Jul 25, 2019 | Fee-Only Financial Planning, Investing, Investments, Mutual Fund Loads
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)...
by Eve Kaplan | Jul 24, 2019 | Fee-Only Financial Planning, Investing, Investments, Mutual Fund Loads
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...
