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...

The Wise Investor’s Counter-Intuitive Reaction

by Elle Kaplan | Jul 15, 2015 | Blog, Investing

You probably heard a lot about the “Grexit” – Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility. However, a smart investor whose goal is long-term wealth creation tunes out the headlines...

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...

Re-thinking Your Financial Plan As We Approach Year End?

by Elle Kaplan | Dec 17, 2014 | Blog, Investing, Wealth Management

The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...

Patience Pays Off for Long-Term Investors

by Elle Kaplan | Nov 6, 2014 | Blog, Investing, Wealth Management

In October, we saw a global pullback in the stock market. This prompted a flurry of media hype that spooked many investors. Flooded with headlines touting things like “Global Growth Concerns” and “A Brewing Storm,” many investors experienced a...