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Don’t Fall for the Darlings of Wall Street: How A Money Manager Can Help

by Elle Kaplan | Feb 23, 2015 | Allocation, Blog, Investing, Wealth Management

The basic recipe for wealth creation through investing is to buy at a low price and sell at a high price. This means buying in when most people are selling, then selling when most people are buying. Logically, it makes sense. In reality, it can be painful. When an...

Asset Allocation: No Such Thing As One-Size-Fits-All

by Elle Kaplan | Jan 15, 2015 | Allocation, Blog, Investing, Wealth Management

Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time horizon relative to that goal, as well as your personal risk tolerance. Asset...

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