Archive - June 26, 2019

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What I learned at Ukulele Camp that applies to finances
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Don’t Make These Investment Mistakes!

What I learned at Ukulele Camp that applies to finances

Jun 26 2019
Browse archives for June 26, 2019
Danielle L. Schultz, CFP®, CDFA

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist).

She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.

All posts from Danielle L. Schultz, CFP®, CDFA
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I’m pretty die-hard about DIYing everything I can. Yes, I know there’s a lot of argument that you should pay someone to do things while you’re out earning more per hour at something else, but I don’t buy it entirely. First of all, most of us spend plenty of time scrolling Facebook, binge-watching Netflix, and staring into the refrigerator. None of that is billable time.

There are a lot of projects that just require brute force and minimum skills—I’ll paint my bedroom over a weekend before I pay someone $800 to do it. However, I draw the line at danger …

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Don’t Make These Investment Mistakes!

Jun 26 2019
Browse archives for June 26, 2019
Eve Kaplan, CFP® Professional All posts from Eve Kaplan, CFP® Professional
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By Eve Kaplan, Certified Financial Planner™

The investment world is a confusing, opinionated and noisy place. Here are 2 classic investment mistakes that are very common: 1) trying to time markets and 2) stock-picking your way to investment success.

Mistake One: Thinking You Can Time Markets (And Do Better Than the Average Investor)

Markets are notoriously changeable, just like the weather. There are hundreds of types of investments (asset classes) that move somewhat independently of other asset classes. These movements cannot necessarily be predicted. Sometimes there is no logical trigger that makes (example) US mid-cap stocks appreciate more than many …

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