by Elle Kaplan | Sep 6, 2017 | Blog, Estate planning
When it comes to investing, when you suddenly receive an inheritance it can be anything but straightforward. Often, this inheritance comes with complex emotions if its tied to a loved one or family member; leading to rash choices or decision paralysis. Emotions aside,...
by Elle Kaplan | Jun 8, 2017 | Blog, Investing
Recently, the stock market has been continually hitting all-time highs – for instance, the S&P 500 just clocked in at its highest closing value ever. When investors see wonderful performance like this, they’re often tempted to change their investment strategy, and...
by Elle Kaplan | Jun 6, 2017 | Blog, Fiduciary
If you’re stuck wondering how to choose a financial advisor, you should realize that confusion is a fairly common part of the process. You’re tasked with choosing someone you can entrust to manage your life savings, after all. In addition, the advisory world is...
by Elle Kaplan | May 26, 2017 | Blog, Investing
There has been a whirlwind of news about possible political policies and changes, coupled with the potential impact they could have on the economy. As an investor, it can be tempting to start investing based on politics because of these upcoming shifts. So, is it a...