1 Suprising Cognitive Bias You Should Avoid in Investing

by Elle Kaplan | Mar 13, 2017 | Blog, Investing

When it comes to investing, I’ve already spoken about the dangers of becoming overconfident. When your investments are doing well, it’s easy to develop hubris in your investment abilities, and to ignore your long-term plan in order to chase short-term success. While...

3 Emotional Biases to Avoid in Investing

by Elle Kaplan | Mar 8, 2017 | Blog, Wealth Management

Emotions can play a major role in your investing success. Its human nature to have feelings heavily influence your decision-making, especially when your hard-earned wealth comes into play. You can’t eliminate emotions from investing – in fact, you need to be in tune...

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...

3 Tips for The Successful Long Term Investor

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

When it comes to investing, we all have different goals and needs, and there is no one-size-fits all solution. As a successful long term investor, however, there some general principles that can help you achieve your unique objectives. Here are some tips for the...

3 Investment Questions to Ask if You’re Planning for Retirement

by Elle Kaplan | Jan 18, 2017 | Blog, Retirement

In retirement, your investments and savings have to last the rest of your life. So maximizing every dollar and making sure you have a sound investment plan matters more than ever at this stage. That’s why retirees should consider the following investment...