How to Diversify Your Portfolio: Some Helpful Pointers

by Elle Kaplan | Nov 29, 2016 | Blog, Investing

You’ve probably heard the phrase “don’t put all of your eggs in one basket.” While this phrase covers the general idea behind diversification, it doesn’t capture the nuances or provide much guidance for the average investor. Diversification – reducing risk through...

Smart Investing Versus Following The Media

by Elle Kaplan | Nov 22, 2016 | Blog, Investing

Without a doubt, this last month has been full of surprises with the presidential election, and not just politically. Just as most political pundits predicted a Hillary Clinton victory, a swath of economic commentators said that a surprise Donald Trump win would cause...

Some Myths in Investing You Should Probably Ignore

by Elle Kaplan | Nov 21, 2016 | Blog, Investing

Investing can be a confusing enough topic to the average layperson. However, the prevalence of myths in the space makes it appear more unclear and puzzling than ever.  With that conundrum in mind, we wanted to dispel some of the biggest myths in investing before they...

Should a Trump Victory Affect Your Investing Decisions?

by Elle Kaplan | Nov 9, 2016 | Blog, Investing

Life is full of surprises, and Donald Trump’s unexpected election victory is certainly no exception. Politics aside, you may be wondering how an event like this should affect your investing decisions. After all, many investors tie their emotions to their investment...

How Can Small Business Owners Prepare for Retirement?

by Elle Kaplan | Oct 31, 2016 | Blog, Investing

Whether it’s keeping the company afloat or finding new employees, small business owners have plenty on their plate. So although it’s disappointing, it isn’t very surprising that many small business owners are facing a retirement crisis due to the demands and...

How to Invest Like a Millionaire

by Elle Kaplan | Oct 27, 2016 | Blog, Investing

If you want to invest like a millionaire, here’s the good news: There are no top-secret action plans needed. When you figure out their investing recipe, you’ll find out the habits that helped millionaires achieve their status are actually quite simple simple. Here are...