3 Beginning Investing Mistakes You Should Avoid

by Elle Kaplan | Jun 15, 2017 | Blog, Investing

When we learn and start something new, it’s often part of the process to make some mistakes. This is a truism in the complex world of investing. Unfortunately, unlike most learning processes, some mistakes in investing can be very costly. However, you’ll be happy to...

Should You Invest in Bitcoin For Retirement?

by Elle Kaplan | Jun 14, 2017 | Blog, Retirement

If you’ve been paying attention to the financial news lately, you’ve probably heard about Bitcoin. In case you haven’t (or want a refresher): Bitcoin is what’s known as a cryptocurrency and digital payment system. Essentially, Bitcoin can be exchanged for goods and...

Stock Picking: What It Is and What It Isn’t

by Elle Kaplan | Jun 13, 2017 | Blog, Wealth Management

Whether it’s through a friend’s barbeque or a financial news station, you’ve probably overheard discussions about stock picking. Inevitably, when this conversation is brought up, you’ll also hear about tips or predictions on...

Should You Change Your Strategy When The Stock Market Hits New Highs?

by Elle Kaplan | Jun 8, 2017 | Blog, Investing

Recently, the stock market has been continually hitting all-time highs – for instance, the S&P 500 just clocked in at its highest closing value ever. When investors see wonderful performance like this, they’re often tempted to change their investment strategy, and...

How to Choose a Financial Advisor

by Elle Kaplan | Jun 6, 2017 | Blog, Fiduciary

If you’re stuck wondering how to choose a financial advisor, you should realize that confusion is a fairly common part of the process. You’re tasked with choosing someone you can entrust to manage your life savings, after all.  In addition, the advisory world is...

How to Beat The Investment Behavior Gap

by Elle Kaplan | Jun 5, 2017 | Blog, Wealth Management

When it comes to investing, we can be our own worst enemies. There are numerous studies showing a gap between the average returns of the markets, and the returns of investors actually investing in those markets. This harmful discrepancy is known in investing circles...