How Should You Determine Your Retirement Savings?

by Elle Kaplan | Jan 11, 2017 | Blog, Investing

If you’re unsure about how much retirement savings you need to build, you’re far from alone. A recent survey found that nearly half of all Americans took a shot in the dark and guessed their number. Even if you’re not relying on complete guesswork to determine your...

How to Prevent Emotional Investing: 3 Pointers

by Elle Kaplan | Jan 11, 2017 | Blog, Investing

The good news is that one of the biggest determinants of success in long-term investing doesn’t involve complex market knowledge or knowing where the stock market will move next. It’s something anyone can harness: emotions. The bad news, however, is that...

How To Play Retirement Catch Up

by Elle Kaplan | Jan 9, 2017 | Blog, Retirement

It can happen to almost anyone without proper guidance: you get so caught up in your responsibilities (both financially and otherwise) that you overlook retirement, either partially or completely. If this has happened to you, you’re not alone – statistics show that an...

3 Smart Investment Moves for 2017

by Elle Kaplan | Jan 3, 2017 | Blog, Wealth Management

As you welcome in 2017, it’s a perfect time to jumpstart your investing goals and finally turn your financial dreams into a reality. Even if you already have begun investing, it’s also a wonderful time to set new investing resolutions and take your success even...

3 Rookie Investment Mistakes to Avoid

by Elle Kaplan | Dec 23, 2016 | Blog, Investing

If you’re just getting started with investing, you may be prone to some rookie investment mistakes. Because the world of finance is often counter-intuitive of our emotions and gut reactions, it’s easy to get caught up in irrational decision-making when it comes to...

How to Reach Your Financial Goals in 2017

by Elle Kaplan | Dec 19, 2016 | Blog, Wealth Management

2017 is quickly approaching, and it’s the perfect time to revisit your financial goals while setting new ones for the upcoming year. Even if you already have a financial roadmap in place, there is always room for improvement (and often a need to account for changes in...