3 Smart Ways to Spring Clean Your Finances

by Elle Kaplan | May 3, 2017 | Blog, Investing

Spring is in the air, and it not only signifies good weather – it’s also a time many of us take to clean up, organize, and rejuvenate. This shouldn’t just apply to your personal life or home, however. Even if you have a well-laid out investment plan, taking the time...

Passive vs Active Investing: What Will Make You Successful?

by Elle Kaplan | May 2, 2017 | Blog, Investing

Whenever there’s a discussion about passive vs active investing, you’ll see heated arguments from both sides of the aisle. However, active vs passive active investing isn’t only a polarizing topic – whatever side you pick can have an enormous impact on...

4 Investing Mistakes to Avoid

by Elle Kaplan | Apr 14, 2017 | Blog, Wealth Management

While it’s great to learn from your mistakes, they can be costly lessons in investing. Thankfully, many of the mistakes made by long-term investors follow the same biases and flaws, and they can be avoided beforehand with some preparation. Here are some of those...

Risk In Investing: How Does it Factor into Your Investing Success?

by Elle Kaplan | Apr 10, 2017 | Blog, Investing

Risk is a four letter word that many of us shy away from, especially when it comes to our wealth. After all, there’s an inherent degree of failure associated with risk. Although risk and volatility can be uncomfortable, a certain degree of risk in investing may...

Few Are Confident About Retirement, According to The Retirement Confidence Survey

by Elle Kaplan | Mar 22, 2017 | Blog, Retirement

The Retirement Confidence Survey is the longest-running annual retirement survey in the nation. They recently released the results of their 2016 survey, and found that many people were not confident about their financial situation for retirement. In fact, less than 20...