Should You Invest Globally?

by Elle Kaplan | Feb 28, 2017 | Blog, Wealth Management

If you have a diverse investment portfolio of domestic stocks, bonds, and even hard assets or other classes, you’re off to an excellent start for retirement or growing your wealth. Even so, many are surprised or reluctant to hear that they’re missing out on a large...

Should You Invest in Individual Stocks or Diversify?

by Elle Kaplan | Feb 27, 2017 | Blog, Wealth Management

The news is often filled with headlines about one stock price skyrocketing, and how all the signs pointed to its “surefire” success. When hearing about a stock’s recent high performance, it’s only natural to wonder what could have happened if you had invested in it...

3 Costly Retirement Mistakes You Should Avoid

by Elle Kaplan | Feb 23, 2017 | Blog, Retirement

While you can learn from your mistakes, it will be a very expensive financial lesson if those snafus affect your retirement. When you’re young and you make an investing slip-up, you have years to recover and get on track for financial success. In your golden years,...

How to Invest For Beginners: Some Smart Tips

by Elle Kaplan | Feb 22, 2017 | Blog, Investing

If you’re a novice investor, Wall Street certainly can make getting started intimidating. Most of the jargon and investing terms thrown around can even make an experienced investor’s head spin. In fact, much of this confusion you’re probably facing is intentional....

3 Smart Questions to Ask Your Financial Advisor

by Elle Kaplan | Feb 16, 2017 | Blog, Wealth Management

After a while, every financial advisor starts to sound the same on paper. Sorting through all the advisors out there to find the right one for your investment needs can be confusing, and even intimidating. It’s your wealth that’s on the line, after all. Thankfully,...

Retiring as a Couple: 3 Smart Tips

by Elle Kaplan | Feb 16, 2017 | Blog, Retirement

Besides all the romantic benefits, another great part of being a couple is that you can use the power of teamwork to reach your financial goals. However, recent studies have revealed that it’s the opposite for most couples – they leave each other in the dark, and...