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) having a risky portfolio that’s a poor fit with your needs and 3) letting […]

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 you’re married, one spouse (often the husband) […]

5 Lessons Learned from the 10 Year US Bull Market

By Eve Kaplan, CFP® We’re celebrating 10 years of a remarkable bull market in US stocks. Here are 5 lessons reinforced during this time: Lesson 1: Stay the Course When Things Get Rough The 2008-09 crash seemed to be The End of the World because the entire banking system (with knock-on effects worldwide) was in […]

Does It Pay Off To Invest In A Financial Plan?

By Eve Kaplan, CFP® Professional Does it pay off to have a financial plan in place? Thanks to a number of new studies, it’s possible to answer this question clearly and unambiguously: Yes.  One such study by Morningstar* tracked households over 15 years and ranked their financial soundness and the quality of their financial decisions […]

Four Simple Steps To Improve Your Financial Health

By Eve Kaplan, CFF® Professional Here are four simple steps to improve your financial health. If you’re working with a financial advisor, you should be in good hands because these potential pitfalls should have been addressed from the get-go. A Certified Financial Planner ™ specializing in comprehensive planning is the best professional to help you. If […]

Are You a Near-Sighted or a Far-Sighted Investor?

by Eve Kaplan, Certified Financial Planner(TM). Are you a Near-Sighted or a Far-Sighted investor? If you’re a near-sighted investor, you probably check your investment balances frequently (even several times a day) and you feel good when your investments are up. Your focus is short-term, even though you may live another 30-50 years. Conversely, you worry or feel regret when […]