by Elle Kaplan | Dec 6, 2016 | Blog, Investing
Dipping your toes into the world of investing can appear a little scary initially. After all, there is a plethora of options, and you might feel overwhelmed by all the choices and decisions. With that being said, we’ve come up with some focal points for newbie...
by Elle Kaplan | Dec 5, 2016 | Blog, Investing
Watching your stock investment portfolio during times of turmoil (such as the extreme volatility after the presidential election), can be incredibly jarring. After all, you worked hard to attain your wealth, and those investments represent important life goals, like...
by Elle Kaplan | Dec 1, 2016 | Blog, Retirement
If you’re preparing for retirement, there is a myriad of investment options available, and it can become head-spinning to choose the right option. So, quite understandably, one of the most frequent questions I’m asked involves the differences of a Roth vs...