Moss J. Kaufman

Certified Financial Planner and Tax Consultant at Network Capital

Location:
Warne House, Ballito, South Africa
Company:
Network Capital
HQ Phone:
+27 82 901 8883
Wrong Moss Kaufman?

Last Updated 7/14/2016

General Information

Affiliations

Board Member  - New York State Council on Divorce Mediation

Web References  

Welcome to Financial Advisor Publications

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. 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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http://www.reuters.com/article/idUSTRE62P3VV20100326

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.

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http://www.investmentnews.com/article/20100314/REG/303149988/0/databook

"I have one foot in the transactional world and one in the advisory world," said Moss J. Kaufman, president of Network Capital Services, which manages $50 million and is affiliated with Investacorp Inc.

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