Illusion of Control

by Elle Kaplan | May 24, 2018 | Blog, Mindset

Most people choose their favorite number combination when playing the lottery. Perhaps they are trying to turn a game of chance into a game of skill. Most hold a special meaning behind their numbers (for instance, significant dates), while others simply have lucky...

First Steps

by Elle Kaplan | Sep 9, 2014 | Blog, Fiduciary, Investing

The vast majority of us aren’t taught what do with our money after we make it–besides spend it, of course! To complicate matters, the media bombards us with high-level financial information as if we’re somehow supposed to know what it all means and...

Investing 101: The Investment Policy Statement

by Elle Kaplan | Jun 10, 2014 | Allocation, Blog, Investing, Wealth Management

As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues. Every investor...

Fiduciary Or Broker? Know Your Information Source

by Elle Kaplan | Jun 4, 2014 | Blog, Fiduciary, Investing

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

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...