Archive - September 26, 2017

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“It’s Greek to Me!” – Understanding the Meat in Your Investment Statements
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Charitable Giving After a Natural Disaster

“It’s Greek to Me!” – Understanding the Meat in Your Investment Statements

By Eve Kaplan, Certified Financial Planner™

When you look at your monthly investment statement, do you think “this looks like Greek to me”? Do you ignore all but the first page, after checking to see how much money you “made” or “lost” last month? If so, you’re in good company.  However, there’s a lot of meat in your investment statements so here’s a deep dive into some of the important elements:

  1. Don’t just compare changes in account value this month (vs. last month), be aware of sub-components that add or subtract value each month: e.g. “dividends and interest,” “market appreciation/depreciation”
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Charitable Giving After a Natural Disaster

There is a hurricane season each year but several hurricanes have been particularly devastating this year. Naturally, many of us want to help and since we are not equipped to travel to these places to assist in person, charitable giving is a good way to help when you cannot be there. In recent years, the general public has become more educated about how one needs to be discerning about donating since some organizations make better use of donations than others. You may also have seen articles and social media posts with information about the strengths and weaknesses of some major …

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