Should You Try to Time The Stock Market?

by Elle Kaplan | Mar 15, 2017 | Blog, Investing

Market timing is the act of moving wealth in and out of the stock market with the goal of gaining higher profits and avoiding losses. And it’s possibly one of the most debated and argued fields in investing. On one hand, some experts claim they can pull it off...

What Are Municipal Bonds, And Why Should You Consider Them?

by Elle Kaplan | Mar 7, 2017 | Blog, Investing

If your goal is to invest in a well-diversified portfolio, you may want to consider adding municipal bonds into the mix. Even if you’re already investing in fixed income, municipal bonds can provide some unique advantages, along with further diversification....

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...

How to Harness The Tremendous Power of Compounding

by Elle Kaplan | Jan 23, 2017 | Blog, Investing

Compound interest is a powerful concept that has the potential to significantly impact an individual’s wealth over the long term. It’s important to understand the mechanics of compound interest and how it can be harnessed to achieve financial goals. Let’s dive...