How to Choose The Best Asset Allocation Strategy

by Elle Kaplan | Jan 30, 2017 | Blog, Investing

When it comes to investing, choosing your asset allocation is one of the most important investing decisions you can make. In a nutshell, an asset allocation strategy involves tactically distributing your wealth amongst stocks, bonds, hard assets, and other investment...

Asset Allocation: No Such Thing As One-Size-Fits-All

by Elle Kaplan | Jan 15, 2015 | Allocation, Blog, Investing, Wealth Management

Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time horizon relative to that goal, as well as your personal risk tolerance. Asset...

How Should You Allocate Your Assets?

by Elle Kaplan | Apr 27, 2016 | Allocation, Blog, Investing

If you’re building an investment portfolio, you’ve most likely wondered how you should allocate your assets.  It’s a good question to ask: picking the right mix of stocks, bonds, hard assets, and other investment vehicles is arguably the biggest and most important...

Investing strategy: Are you a stock or a bond?

by Elle Kaplan | Jun 2, 2014 | Allocation, Blog, Entrepreneurship, Investing, Wealth Management

Your job affects your financial life beyond serving as the source of your paycheck. It affects how your investing strategy, both in the short and the long term. Most people fail to take into account the nature of their work when looking at their asset allocation. Even...

Why Most Investors Perform Far Worse Than the Stock Market?

by Elle Kaplan | Nov 2, 2022 | Blog, Mindset

“A simple rule dictates my buying: Be fearful when others are greedy and be greedy when others are fearful.” Warren Buffett Throughout life, there is often a disconnect between what we know we should do and what we actually do. Take dieting, for instance. Nearly all...