3 Smart Questions to Ask Your Financial Advisor

by Elle Kaplan | Feb 16, 2017 | Blog, Wealth Management

After a while, every financial advisor starts to sound the same on paper. Sorting through all the advisors out there to find the right one for your investment needs can be confusing, and even intimidating. It’s your wealth that’s on the line, after all. Thankfully,...

3 Smart Investment Moves for 2017

by Elle Kaplan | Jan 3, 2017 | Blog, Wealth Management

As you welcome in 2017, it’s a perfect time to jumpstart your investing goals and finally turn your financial dreams into a reality. Even if you already have begun investing, it’s also a wonderful time to set new investing resolutions and take your success even...

How to Reach Your Financial Goals in 2017

by Elle Kaplan | Dec 19, 2016 | Blog, Wealth Management

2017 is quickly approaching, and it’s the perfect time to revisit your financial goals while setting new ones for the upcoming year. Even if you already have a financial roadmap in place, there is always room for improvement (and often a need to account for changes in...

Speculating Vs Investing

by Elle Kaplan | Dec 13, 2016 | Blog, Wealth Management

Throughout life, there’s a fine line between being confident and having hubris. Often, we tend to innately gravitate towards the latter. Look no further than the famous study by Ola Svenson, “Are we all less risky and more skillful than our fellow...

3 Smart Budgeting Tips for Couples

by Elle Kaplan | Nov 15, 2016 | Blog, Wealth Management

Even if you budget and invest with ease on your own, it can be difficult to develop a budget as a couple. After all, how we want to spend our wealth is connected to our goals, views and even our upbringings. That doesn’t mean you should sweep budgeting as a couple...

Finances and Marriage: 3 Smart Money Moves to Make After Saying “I Do”

by Elle Kaplan | Sep 28, 2016 | Blog, Wealth Management

Marriage is an exciting time for plenty of reasons: you have your wedding, honeymoon, and a chance to take your relationship to the next level. If you haven’t started already, it’s also a great time to begin investing towards your financial future together. With that...