Stock Market Volatility: 3 Things You Shouldn’t Do

by Elle Kaplan | Apr 3, 2017 | Blog, Investing

Stock market volatility can be an uncomfortable ride. When your hard-earned wealth is invested in the stock market, seeing it rapidly increase and decrease in value can be disconcerting, to say the very least. Whether or not you’re affected by market volatility, it...

2 Mental Traps to Avoid In Investing

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...

How a Retirement Stress Test Can Help You

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....

How Should You Invest During Stock Market Highs?

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...

Few Are Confident About Retirement, According to The Retirement Confidence Survey

by Elle Kaplan | Mar 22, 2017 | Blog, Retirement

The Retirement Confidence Survey is the longest-running annual retirement survey in the nation. They recently released the results of their 2016 survey, and found that many people were not confident about their financial situation for retirement. In fact, less than 20...

How to Choose A Financial Advisor That’s Right For You

by Elle Kaplan | Mar 21, 2017 | Blog, Fiduciary

Picking the right financial advisor might appear to be a daunting process. You’ll see multiple titles and claims being thrown around by prospective advisors, and it can be tough to separate their marketing from your actual needs. Thankfully, you can sift through the...