How to Diversify Your Portfolio: Some Helpful Pointers

by Elle Kaplan | Nov 29, 2016 | Blog, Investing

You’ve probably heard the phrase “don’t put all of your eggs in one basket.” While this phrase covers the general idea behind diversification, it doesn’t capture the nuances or provide much guidance for the average investor. Diversification – reducing risk through...

Is Global Investing Worth The Risk?

by Elle Kaplan | Oct 5, 2016 | Allocation, Blog

With major political events (such as the Brexit) affecting the economy abroad, many investors are asking themselves “is global investing worth the risk?” On the other hand, many also cite their general unfamiliarity of foreign economies as a reason for shying away...

Some Simple Investments for Beginners

by Elle Kaplan | Aug 24, 2016 | Blog, Wealth Management

Diving into investing can be complex and intimidating at first. Rather than jumping straight into the deep end, you can start with some simple investments for beginners. As a first-time investor, consider adding these to your roster: Utilize a 401(K) A 401(k) is an...

Avoiding Familiarity Bias as an Investor

by Elle Kaplan | Jun 6, 2016 | Blog, Investing

Often, we’re inclined to buy local or to go with something that we’re familiar with. Take produce, for instance – if there was a local farm you had visited, you’d probably be more likely to purchase food from there over an unknown source from the supermarket. This is...

A Financial Mistake that Entrepreneurs Need to Start Avoiding

by Elle Kaplan | May 9, 2016 | Blog, Entrepreneurship

I’ve often spoken about the need and importance of diversification when it comes to your investment portfolio. However, does the same thing that’s said about your investments also hold true for your customers? A large mistake that entrepreneurs make far too frequently...