Navigating the Financial Seas: Essential Insights for Novice Investors

by Elle Kaplan | Jul 26, 2023 | Blog, Investing

Welcome, esteemed and ambitious investors, to the enthralling world of investment! As a dedicated financial advisor, I have traversed the intricate maze of investment opportunities, and it is with great pleasure that I share invaluable insights that shall guide you on...

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...

Strategic Investing, Despite the Hype

by Elle Kaplan | Oct 1, 2014 | Blog, Investing, Wealth Management

Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that is fueled by the very hype it generates. Often, however, those investors who rush to buy...

Investing for Long-term Growth

by Elle Kaplan | Sep 24, 2014 | Blog, Investing, Wealth Management

Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled by the hype it generates. Hype can become a fad can become a...

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...