The innocuous dangers of anchoring in investing

by Elle Kaplan | Aug 22, 2017 | Blog, Investing

When it comes to making financial decisions, we all like to think we’re rational creatures who make reasonable, informed choices. Unfortunately, this isn’t always the case. Take shopping, for instance. Advertisers and business owners are well aware that purchasing...

Should You Invest in Bitcoin For Retirement?

by Elle Kaplan | Jun 14, 2017 | Blog, Retirement

If you’ve been paying attention to the financial news lately, you’ve probably heard about Bitcoin. In case you haven’t (or want a refresher): Bitcoin is what’s known as a cryptocurrency and digital payment system. Essentially, Bitcoin can be exchanged for goods and...

Your Guide to Help You Avoid Emotional Investing

by Elle Kaplan | May 17, 2017 | Blog, Wealth Management

When the financial news is filled with eye-catching headlines and bold predictions, it can have a major effect on your emotions. When these doomsday headlines are coupled with volatility and downturns in the stock market, it can be tempting to make emotional...

You Should Avoid These Retirement Mistakes in Your 50s

by Elle Kaplan | May 15, 2017 | Blog, Retirement

If you’re approaching (or have already entered) your 50s, you might be prone to some common retirement mistakes. Additionally, for many, their 50s are the last decade they have to make significant progress towards retirement, so these mistakes can be costly....

International Investing: How It Can Make a More Successful Investor

by Elle Kaplan | May 9, 2017 | Blog, Wealth Management

If you’re already invested in a well-diversified mix of US investments, you may have considered adding international investments to your portfolio’s repertoire. However, even though international investing can bring benefits to your portfolio, it can appear exotic and...