Should I Open a 401(K)?

by Elle Kaplan | May 4, 2016 | Blog, Retirement

When it comes to retirement planning, there is a myriad of investment choices, and it can become incredibly puzzling when you’re trying to choose the right ones. One of the most popular investment options for retirement is a 401(k), so you’ve probably asked “should I...

Should You Have Your Wealth in a Savings Account?

by Elle Kaplan | May 3, 2016 | Blog, Investing

Especially in times of heightened stock market volatility, I frequently get asked by first-time investors if they should have their wealth (or at least a good portion of it) in a savings account instead. After all, a savings account can appear safer and less risky,...

3 Financial Tips for Expecting Parents

by Elle Kaplan | May 2, 2016 | Blog, Wealth Management

Having a baby can be one of the most exciting moments of anyone’s life. However, it doesn’t come without its share of potential financial snafus down the line. I’ve said it before and I’ll say it again: there will never be perfect time to have a baby financially....

How Should You Allocate Your Assets?

by Elle Kaplan | Apr 27, 2016 | Allocation, Blog, Investing

If you’re building an investment portfolio, you’ve most likely wondered how you should allocate your assets.  It’s a good question to ask: picking the right mix of stocks, bonds, hard assets, and other investment vehicles is arguably the biggest and most important...

Some Critical Retirement Investment Mistakes That You Can Avoid

by Elle Kaplan | Apr 26, 2016 | Blog, Retirement

Before hanging up your worker hat for good, it’s critical that you’ve saved and invested correctly. After all, your savings and investments become your paycheck in retirement. However, the plight of retirees falling short of their retirement goals has been...

Why Diversification is an Essential Part of Investing

by Elle Kaplan | Apr 25, 2016 | Blog, Investing

Many times, investors will put a huge portion of their portfolios into a “can’t miss” investment, or allocate most of their money into one investment vehicle. After all, who doesn’t want to make a huge profit quickly? While this tactic may lead to large profits...