A Big Financial Blind Spot for Entrepreneurs

by Elle Kaplan | Apr 20, 2016 | Blog, Entrepreneurship

When it comes to financial literacy, entrepreneurs rank low. For example, an extensive international study by the ACCA (Association of Certified Chartered Accountants) found that small business owners performed worse than the general population overall on financial...

A Key To Success in Long-Term Investing

by Elle Kaplan | Apr 19, 2016 | Blog, Investing

Everyone loves a good story – whether it’s through a best-selling novel or a box-office hit, we can’t help but get drawn into a compelling narrative. Journalists are well aware of this, and it’s virtually a job requirement to make connections...

How Much Do You Need to Save For Retirement?

by Elle Kaplan | Apr 13, 2016 | Blog, Retirement

Have you ever wondered how much you need to save for retirement? It’s a question that’s frequently asked by investors. However, depending on who you ask this question to, you’ll get some very different answers. Many will suggest a ballpark figure of a million dollars,...

The Fiduciary Advantage: Is your advisor sitting on the same side of the table as you?

by Elle Kaplan | Apr 12, 2016 | Blog, Fiduciary

Imagine this scenario: you’re feeling ill and you visit the doctor. Everything seems to be looking up when the doctor prescribes you some medicine that will make you feel better. All seems well, until find out the doctor actually is a part owner of that very same drug...

Some Great Ways to Spring Clean Your Finances

by Elle Kaplan | Apr 11, 2016 | Blog, Investing, Wealth Management

Spring has finally arrived, and it’s the perfect inspiration to clean up your finances. Just like when you clean your home or apartment, now is a great time to examine your financial management and improve it in a few ways. If you’ve ever wondered about how to spring...

How to Avoid Emotional Reactions in Investing

by Elle Kaplan | Apr 5, 2016 | Blog, Investing

You have probably experienced a nervous feeling before delivering a speech or heading up to a podium. If you’ve ever had sweaty palms during this experience, you’re not alone – studies indicate that public speaking is actually the number one fear of Americans, and...