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...
by Eve Kaplan | Sep 26, 2017 | Fee-Only Financial Planning, Investing, Investments, Mutual Fund Loads
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...
by Eve Kaplan | May 22, 2017 | Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investments, Mutual Fund Loads
by Eve Kaplan, Certified Financial Planner (TM) Professional You have a financial advisor, but what kind is he/she? Take this brief quiz to see if you can tell the difference between a “Broker” and a “Financial Planner.” Receive 2 points for all “Yes” answers, and 1...
by Eve Kaplan | May 4, 2017 | Estate/Elder Planning, Fee-Only Financial Planning, Fiduciary Standards in Financial Planning, Financial Planning, Investments, Mutual Fund Loads, Retirement Planning
by Eve Kaplan, CFP(R) Professional Are you familiar with the KISS (“Keep it Simple, Stupid”) concept? KISS helps you refine your elevator speech, write concisely…and the KISS concept can boost your financial health. How? By helping you focus on essential ways to...
by Eve Kaplan | Mar 30, 2017 | 401(k) and 403(b) Plans, Investing, Investments, Mutual Fund Loads
by Eve Kaplan, CFP(R) Professional Here are Five Easy Pieces of Investment Advice that can s-t-r-e-t-c-h your investment dollars. The first 3 “Pieces of Advice” are connected. It’s a good practice to verify if your broker or advisor is following these tips or not (I’m...
