by Elle Kaplan | Dec 13, 2016 | Blog, Wealth Management
Throughout life, there’s a fine line between being confident and having hubris. Often, we tend to innately gravitate towards the latter. Look no further than the famous study by Ola Svenson, “Are we all less risky and more skillful than our fellow...
by Elle Kaplan | Dec 6, 2016 | Blog, Investing
Dipping your toes into the world of investing can appear a little scary initially. After all, there is a plethora of options, and you might feel overwhelmed by all the choices and decisions. With that being said, we’ve come up with some focal points for newbie...
by Elle Kaplan | Dec 5, 2016 | Blog, Investing
Watching your stock investment portfolio during times of turmoil (such as the extreme volatility after the presidential election), can be incredibly jarring. After all, you worked hard to attain your wealth, and those investments represent important life goals, like...
by Elle Kaplan | Dec 1, 2016 | Blog, Retirement
If you’re preparing for retirement, there is a myriad of investment options available, and it can become head-spinning to choose the right option. So, quite understandably, one of the most frequent questions I’m asked involves the differences of a Roth vs...
by Elle Kaplan | Nov 29, 2016 | Blog, Retirement
Studies show that nearly 98% of us don’t stick to our resolutions. It’s no small wonder that the majority of Americans are woefully underprepared (or wholly unprepared) for retirement. Whether you have a million dollars or are just getting started, you might be facing...
by Elle Kaplan | Nov 29, 2016 | Blog, Investing
You’ve probably heard the phrase “don’t put all of your eggs in one basket.” While this phrase covers the general idea behind diversification, it doesn’t capture the nuances or provide much guidance for the average investor. Diversification – reducing risk through...