Market Fluctuations: The Best Reaction Might Be No Action

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...

Investing Over Time: Your Strongest Asset

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...

Strategic Investing, Despite the Hype

by Elle Kaplan | Oct 1, 2014 | Blog, Investing, Wealth Management

Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that is fueled by the very hype it generates. Often, however, those investors who rush to buy...

Investing for Long-term Growth

by Elle Kaplan | Sep 24, 2014 | Blog, Investing, Wealth Management

Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled by the hype it generates. Hype can become a fad can become a...

Take Charge of Your Financial Life

by Elle Kaplan | Sep 2, 2014 | Blog, Fiduciary, Investing, Wealth Management

In today’s perpetually plugged-in world, the constant whirlwind of information can easily be overwhelming. This principle certainly holds true in the world of investing and finance: if you’re not well versed, it can seem like everyone in the banking...

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...