by Elle Kaplan | Nov 22, 2016 | Blog, Retirement
It might seem hard to believe, but the New Year is just around the corner. Besides planning for festivities, the approach of the New Year is also a great time to set new goals and resolutions to further your success. Although it might not be on your list yet,...
by Elle Kaplan | Nov 22, 2016 | Blog, Investing
Without a doubt, this last month has been full of surprises with the presidential election, and not just politically. Just as most political pundits predicted a Hillary Clinton victory, a swath of economic commentators said that a surprise Donald Trump win would cause...
by Elle Kaplan | Nov 21, 2016 | Blog, Investing
Investing can be a confusing enough topic to the average layperson. However, the prevalence of myths in the space makes it appear more unclear and puzzling than ever. With that conundrum in mind, we wanted to dispel some of the biggest myths in investing before they...
by Elle Kaplan | Nov 16, 2016 | Blog, Retirement
In investing, what you earn doesn’t matter; it’s what you keep that’s important. That’s why anyone who is planning to retire needs to be especially careful at the end of the year. Many tax-advantaged retirement accounts (like a 401k), have deadlines that fall before...
by Elle Kaplan | Nov 15, 2016 | Blog, Wealth Management
Even if you budget and invest with ease on your own, it can be difficult to develop a budget as a couple. After all, how we want to spend our wealth is connected to our goals, views and even our upbringings. That doesn’t mean you should sweep budgeting as a couple...
by Elle Kaplan | Nov 9, 2016 | Blog, Investing
Life is full of surprises, and Donald Trump’s unexpected election victory is certainly no exception. Politics aside, you may be wondering how an event like this should affect your investing decisions. After all, many investors tie their emotions to their investment...