Why Is Finding a Fiduciary Advisor Important?

by Elle Kaplan | Feb 14, 2017 | Blog, Investing

When you’re feeling ill, who do you visit for medical advice? Your answer – like everyone else’s – would be to go see a doctor. It’s a no-brainer solution, because doctors are subject to rigorous scrutiny, and are legally bound to put...

Separating Facts Versus Fiction in Investing

by Elle Kaplan | Feb 2, 2017 | Blog, Investing

In almost every aspect of life, the more informed and knowledgeable you are, the better you’re enabled to make smart decisions. So it seems natural that watching financial news like a hawk would help you become a more successful investor. However, investing is one...

How to Choose The Best Asset Allocation Strategy

by Elle Kaplan | Jan 30, 2017 | Blog, Investing

When it comes to investing, choosing your asset allocation is one of the most important investing decisions you can make. In a nutshell, an asset allocation strategy involves tactically distributing your wealth amongst stocks, bonds, hard assets, and other investment...

How to Harness The Tremendous Power of Compounding

by Elle Kaplan | Jan 23, 2017 | Blog, Investing

Compound interest is a powerful concept that has the potential to significantly impact an individual’s wealth over the long term. It’s important to understand the mechanics of compound interest and how it can be harnessed to achieve financial goals. Let’s dive...

3 Tips for The Successful Long Term Investor

by Elle Kaplan | Jan 23, 2017 | Blog, Investing

When it comes to investing, we all have different goals and needs, and there is no one-size-fits all solution. As a successful long term investor, however, there some general principles that can help you achieve your unique objectives. Here are some tips for the...

3 Investment Questions to Ask if You’re Planning for Retirement

by Elle Kaplan | Jan 18, 2017 | Blog, Retirement

In retirement, your investments and savings have to last the rest of your life. So maximizing every dollar and making sure you have a sound investment plan matters more than ever at this stage. That’s why retirees should consider the following investment...