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...

Recency Bias in Action and the Run on Silicon Valley Bank

by Elle Kaplan | Mar 15, 2023 | Blog, Investing

Recently, many Americans were surprised when Silicon Valley Bank failed and a “run on the bank” occurred. This was unexpected as regulations had been put in place after the Great Depression and additional regulations were added after the 2008 recession,...

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...