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A Financial Mistake that Entrepreneurs Need to Start Avoiding

by Elle Kaplan | May 9, 2016 | Blog, Entrepreneurship

I’ve often spoken about the need and importance of diversification when it comes to your investment portfolio. However, does the same thing that’s said about your investments also hold true for your customers? A large mistake that entrepreneurs make far too frequently...

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...

Why We Do What We Do – Excellence at Every Step of the Experience

by Elle Kaplan | Aug 18, 2015 | Blog, Entrepreneurship

In the mid-1980’s two siblings emigrated from France to open Le Bernardin; a restaurant in New York City that grew to define excellence in dining. Today, Le Bernardin is one of only seven New York City restaurants to have obtained 3 Michelin stars, and is regarded as...

Investing strategy: Are you a stock or a bond?

by Elle Kaplan | Jun 2, 2014 | Allocation, Blog, Entrepreneurship, Investing, Wealth Management

Your job affects your financial life beyond serving as the source of your paycheck. It affects how your investing strategy, both in the short and the long term. Most people fail to take into account the nature of their work when looking at their asset allocation. Even...
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