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Last Update

2014-02-13T00:00:00.000Z

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Background Information

Employment History

President
Network Capital Services

Tax and Financial Services
Network Capital Services

President, Financial Planning Association
Long Island Chapter

President of the Long Island Chapter
Financial Planning Association

President Elect
Financial Planning Association

Director, Ethics
Financial Planning Association


Long Island Tax Professionals Symposium

Affiliations

Board Member
The New York State Council on Divorce Mediation

Web References (12 Total References)


Moss Kaufman, president of ...

www.reuters.com [cached]

Moss Kaufman, president of Smithtown, New York-based Network Capital, an investment advisory firm that manages more than $50 million in clients' assets, said the proposed rules will hurt his small 401(k) plan practice.

Kaufman's firm oversees a handful of retirement plans for companies owned by clients, but does not act as a fiduciary.
The rules "would reduce our ability to properly advise our clients despite our long relationships of trust," he said.
Regulators need to focus on disclosing information about plan costs and the value an adviser adds, rather than getting hung up on how advisers are compensated, said Kaufman.


Moss J. Kaufman, CFP®, ...

www.litaxsymposium.org [cached]

Moss J. Kaufman, CFP®, President, Financial Planning Association, Long Island Chapter


Moss J. Kaufman, CFP, ...

www.nysmediate.org [cached]

Moss J. Kaufman, CFP, EA Network Capital Services


FPA of Long Island: Officers

www.fpali.org [cached]

Moss Kaufman, CFP - President Elect

...
Moss J. Kaufman, CFP, EA - President ElectNetwork Capital Services, Inc.


Welcome to Financial Advisor Publications

www.financialadvisorpublications.com [cached]

Moss J. Kaufman, CFP®, EA is President of Network Capital Services, Inc., of Commack, Long Island. He is also President of the Long Island Chapter of the Financial Planning Association (FPA).

...
Kaufman: 2008 was the worst I've seen in my years as a professional.
...
Kaufman: We're getting plenty of signs that the market sees interest rates going up.
...
Kaufman: Yes, but cautiously. (They should have gotten more active years ago.) Those who reacted with fear and sold stocks to invest in bonds and never made the return trip should now do so - but slowly.
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Kaufman: I've always liked foreign investments.
...
Kaufman: A financial plan should include the amount of life insurance one needs at different points in time and what is affordable.
...
Kaufman: I wish regulators in the securities industry knew more about what financial advisors, registered reps and stock brokers do for their clients.

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