Individual Financial Planning Report








News

Mark Sheptoff Financial Planning LLC Has $328000 Holdings in CyberArk Software Ltd. (NASDAQ:CYBR) - TrueBlueTribune
Mark Sheptoff Financial Planning LLC boosted its holdings in shares of CyberArk Software Ltd. (NASDAQ:CYBR) by 44.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,575 shares.

Eastman Chemical Company (NYSE:EMN) Shares Bought by Mark Sheptoff Financial Planning LLC - The Ledger Gazette
Eastman Chemical logo Mark Sheptoff Financial Planning LLC boosted its holdings in shares of Eastman Chemical Company (NYSE:EMN) by 4.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund.

Mark Sheptoff Financial Planning LLC Sells 289 Shares of Hormel Foods Corporation (NYSE:HRL) - TrueBlueTribune
Mark Sheptoff Financial Planning LLC decreased its stake in Hormel Foods Corporation (NYSE:HRL) by 0.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 152,182 shares of the.

Delta Community welcomes advisor Brian Blackwell - MDJOnline.com
Cobb-based Delta Community Credit Union, Georgia's largest credit union with more than $5 billion in assets, has added Brian G. Blackwell, CFP, to its established team of professionals. Blackwell will report to Julie Bates, assistant vice president of.

Aetna Inc. (NYSE:AET) Shares Sold by Mark Sheptoff Financial Planning LLC - TrueBlueTribune
Mark Sheptoff Financial Planning LLC cut its holdings in shares of Aetna Inc. (NYSE:AET) by 0.0% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,216 shares of the company's.

Is gig work threatening workers' financial futures? - Employee Benefit News (registration)
The gig economy, the employment model where workers act as independent contractors rather than employees, is expected to have a destabilizing effect on personal financial security, according to a new report from Prudential Financial . Gig economy.

How Financial Planning Becomes Therapy
That's because investors can often be tempted to make rash decisions as they react to economic or political news, or personal events ... a Charles Schwab survey of financial advisors found 84 percent of advisors report they have recently had to calm.

How the Hell Do I Find the Right Financial Advisor?
Why? There are more than 250,000 financial service professionals in the country. In a crowd that size, it’s easy for an ill-equipped person to pass themselves off as someone with a financial road map and an interest in your personal wellbeing rather than.

Mark Sheptoff Financial Planning LLC Has $364000 Position in Summit Materials, Inc. (NYSE:SUM) - Week Herald
Mark Sheptoff Financial Planning LLC boosted its holdings in shares of Summit Materials, Inc. (NYSE:SUM) by 52.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,616 shares of.

Mark Sheptoff Financial Planning LLC Has $335000 Position in WP Carey Inc. (NYSE:WPC) - The Ledger Gazette
Mark Sheptoff Financial Planning LLC lowered its holdings in W.P. Carey Inc. (NYSE:WPC) by 0.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,070 shares of the real estate.