Five Easy Pieces of Investment Advice

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 always amazed to see how many money managers disregard these […]

The 3 Main Investment Styles: Pros and Cons

By Eve Kaplan, CFP® There are pros and cons to investing in the three main investment styles: active, passive and “evidence-based investing.” The benefits of “evidence-based investing” will be clearer after reviewing “active” vs. “passive” investing styles. 1. Active Investing through Mutual Funds: “Active” investors aim to “beat the market” (or a portion of a […]

It Pays To Be a Tax-Savvy Investor

by Eve Kaplan, CFP(R) Practitioner Be a tax-savvy investor and employ strategies to reduce taxes.  Various strategies  include  1) asset location, 2) tax-managed mutual funds,  3) index Exchange Traded Funds (ETFs) and 4) tax loss harvesting. Finally, higher income earners (individuals and jointly filing couples who exceed $200,000 and $250,000 of modified adjusted gross income, respectively) […]

“The Retirement Gamble”

by Eve Kaplan, CFP(R) Practitioner Have you seen the PBS Frontline documentary “The Retirement Gamble”? PBS ran it again on October 29 on Channel  13 — just in time for Halloween. It’s hard to watch this program without a sense of horror at the way our retirement plan system is rigged to rip off Americans struggling to save for their […]