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...

Invest Like a “Tortoise” — Not Like a “Hare”

by Eve Kaplan, Certified Financial Planner(R) Aesop’s “The Tortoise and the Hare” is a perfect metaphor for the way people go about investing their money. As you recall in the fable, the hare brags about his ability to beat the tortoise and is overly confident about...

Managing Your Financial Life Well: Things to Do and Things to Avoid

by Eve Kaplan, CFP(R) Professional It’s easy to feel overwhelmed by all the things you need to do to manage your life well – be it exercise, meditation, diet or making smart financial decisions. When confusion reigns, you may end up focusing on the trees instead of...