What Are Municipal Bonds, And Why Should You Consider Them?

by Elle Kaplan | Mar 7, 2017 | Blog, Investing

If your goal is to invest in a well-diversified portfolio, you may want to consider adding municipal bonds into the mix. Even if you’re already investing in fixed income, municipal bonds can provide some unique advantages, along with further diversification....

How to Invest For Beginners: Some Smart Tips

by Elle Kaplan | Feb 22, 2017 | Blog, Investing

If you’re a novice investor, Wall Street certainly can make getting started intimidating. Most of the jargon and investing terms thrown around can even make an experienced investor’s head spin. In fact, much of this confusion you’re probably facing is intentional....

Why Is Finding a Fiduciary Advisor Important?

by Elle Kaplan | Feb 14, 2017 | Blog, Investing

When you’re feeling ill, who do you visit for medical advice? Your answer – like everyone else’s – would be to go see a doctor. It’s a no-brainer solution, because doctors are subject to rigorous scrutiny, and are legally bound to put...

Separating Facts Versus Fiction in Investing

by Elle Kaplan | Feb 2, 2017 | Blog, Investing

In almost every aspect of life, the more informed and knowledgeable you are, the better you’re enabled to make smart decisions. So it seems natural that watching financial news like a hawk would help you become a more successful investor. However, investing is one...

How to Choose The Best Asset Allocation Strategy

by Elle Kaplan | Jan 30, 2017 | Blog, Investing

When it comes to investing, choosing your asset allocation is one of the most important investing decisions you can make. In a nutshell, an asset allocation strategy involves tactically distributing your wealth amongst stocks, bonds, hard assets, and other investment...

How to Harness The Tremendous Power of Compounding

by Elle Kaplan | Jan 23, 2017 | Blog, Investing

Compound interest is a powerful concept that has the potential to significantly impact an individual’s wealth over the long term. It’s important to understand the mechanics of compound interest and how it can be harnessed to achieve financial goals. Let’s dive...