by Elle Kaplan | Mar 29, 2017 | Blog, Wealth Management
Investing is often just as much of an exercise in controlling your emotions as it is an application of your knowledge. After all, we’re only human – even if you have an incredibly prudent investment plan, your feelings in the moment can lead you astray. So to become a...
by Elle Kaplan | Mar 28, 2017 | Blog, Retirement
Before we start to rely on something important – whether that’s an automobile or a bridge – we want to know how it will react under extreme conditions. That same logic should apply to your retirement portfolio, and that’s where a retirement stress test can help....
by Elle Kaplan | Mar 27, 2017 | Blog, Investing
You may have heard in the media that there have been a few recent stock market highs. The Dow Jones (a benchmark for a portion of the US stock market), for instance, broke into the headlines when it reached an all-time high of 21,000 points recently. When there’s...