by Elle Kaplan | Oct 6, 2022 | Blog, Health, Mindset
There are ways to prevent the bias from negatively impacting our success as investors. We bring pre-existing biases to everything we do, including investing. Behavioral scientists have been studying cognitive biases in investing for decades. Some examples of...
by Elle Kaplan | Dec 31, 2014 | Blog, Investing, Retirement, Wealth Management
The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...
by Elle Kaplan | Oct 16, 2014 | Blog, Investing, Wealth Management
The best tools for success in investing are: a sound strategy that fits your financial situation and your long-term goals; a diversified portfolio of global equities, fixed income, and commodities; the patience and discipline to stick to your strategy for the long...
by Elle Kaplan | Oct 7, 2014 | Blog, Investing, Wealth Management
Strategic investing means taking on an appropriate amount of smart risk within a well-diversified portfolio of stocks, bonds, and commodities. A wise investor takes an appropriate amount of smart risk as part of a carefully considered investment strategy. There is a...
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