4 Investing Mistakes to Avoid

by Elle Kaplan | Apr 14, 2017 | Blog, Wealth Management

While it’s great to learn from your mistakes, they can be costly lessons in investing. Thankfully, many of the mistakes made by long-term investors follow the same biases and flaws, and they can be avoided beforehand with some preparation. Here are some of those...

3 Smart Principles for Long-Term Investing

by Elle Kaplan | Apr 11, 2017 | Blog, Wealth Management

The key to successful investing isn’t trying to predict where the market will move next; it involves sticking to the facts and a long-term plan. Rather than relying on intuition or crystal balls, prudent investors follow some time-tested principles for long-term...

2 Mental Traps to Avoid In Investing

by Elle Kaplan | Mar 29, 2017 | Blog, Wealth Management

Investing is often just as much of an exercise in controlling your emotions as it is an application of your knowledge. After all, we’re only human – even if you have an incredibly prudent investment plan, your feelings in the moment can lead you astray. So to become a...

3 Emotional Biases to Avoid in Investing

by Elle Kaplan | Mar 8, 2017 | Blog, Wealth Management

Emotions can play a major role in your investing success. Its human nature to have feelings heavily influence your decision-making, especially when your hard-earned wealth comes into play. You can’t eliminate emotions from investing – in fact, you need to be in tune...

Should You Invest Globally?

by Elle Kaplan | Feb 28, 2017 | Blog, Wealth Management

If you have a diverse investment portfolio of domestic stocks, bonds, and even hard assets or other classes, you’re off to an excellent start for retirement or growing your wealth. Even so, many are surprised or reluctant to hear that they’re missing out on a large...

Should You Invest in Individual Stocks or Diversify?

by Elle Kaplan | Feb 27, 2017 | Blog, Wealth Management

The news is often filled with headlines about one stock price skyrocketing, and how all the signs pointed to its “surefire” success. When hearing about a stock’s recent high performance, it’s only natural to wonder what could have happened if you had invested in it...