The Economic Success and Philanthropic Spirit of the LGBTQ+ Community

by Elle Kaplan | Jun 7, 2023 | Blog, Wealth Management

As we examine the wealth and charitable nature of the vibrant LGBTQ+ community during Pride Month, in June, it becomes evident that their progress extends beyond societal advancement. In recent years, the LGBTQ+ community has made remarkable strides in their fight for...

6 Facts About Women Facing Retirement

by Elle Kaplan | Jul 25, 2022 | Blog, Health, Mindset, Wealth Management

As a woman and a mom, this is a topic near to my heart. The process of saving for our retirement years is always complex and should start early for everyone. But when discussing one’s financial plans and saving enough, it is usually a more challenging process for...

7 Money Mistakes that People Make

https://www.cnbc.com/2019/02/22/bill-gates-response-to-a-strangers-email-reveals-a-hilarious-truth.html

5 Money Mistakes Couples Make

https://www.investopedia.com/articles/pf/07/couples-finance.asp

How 1 Common Mistake can Affect Investment Performance

by Elle Kaplan | Apr 26, 2018 | Blog, Investing, Wealth Management

You must have confidence to be able to achieve your most ambitious goals. No one ever succeeded by limiting themselves. This is especially true in the world of investing. Every prudent investor should know how to trust him or herself to implement financial strategies...

Why You Shouldn’t Worry About the Stock Market Constantly

by Elle Kaplan | Feb 12, 2018 | Blog, Wealth Management

Out of the million things running in your head, there’s one thing that you should stop worrying about 24/7.  It may seem impossible at first, but in the long run, it is indeed more beneficial if you get to overcome burden over the stock market and its dynamic...