How to Handle Stock Market Volatility

by Elle Kaplan | Sep 13, 2016 | Blog, Investing

With the upcoming US presidential election, and uncertainty about the Brexit abroad, there is a great deal of political uncertainty in the air. Political views aside, uncertain times like these also tend to translate into heightened volatility in the stock market. So...

How Recency Bias Can Affect Your Success in Investing

by Elle Kaplan | Sep 13, 2016 | Blog, Wealth Management

There’s nothing like a blizzard to drive up demand for snow tires. The inverse is also true: the longer it’s been since an event took place, the less likely we are to believe it will happen in the near future. This effect is known as the recency bias, and it can...

Investing for Education: What is a 529 Plan?

by Elle Kaplan | Sep 8, 2016 | Blog, Investing

September not only marks the beginning of school, but also National College Savings Month, which is a perfect time to begin planning to invest for education. If your children are heading off to school (or are going to in the future), you’re probably already wondering...

How to Navigate an Early Retirement

by Elle Kaplan | Sep 6, 2016 | Blog, Retirement

When it comes to closing the gap in retirement savings, many of us turn to working longer as a no-brainer solution. While this can help sometimes, especially as you get closer to retirement age, there are numerous factors that can cause a need for retirement earlier...

Why Investing Should Be One of Your Top Financial Priorities

by Elle Kaplan | Sep 6, 2016 | Blog, Wealth Management

A recent study found that only 21 percent of Americans ranked “investing effectively and tax efficiently” as their top monetary priority. Since we all have numerous financial obligations that can prevent investing from being a financial importance, you may...

Some Hidden Retirement Expenses You Need to Be Aware of

by Elle Kaplan | Sep 1, 2016 | Blog, Retirement

Even the best laid out plains can have unexpected surprises and road bumps. This is a truism in retirement, where you need to plan for decades of living without a job to support your financial expenses. With that in mind, here’s how to plan for some hidden retirement...