Investing for Long-term Growth

by Elle Kaplan | Sep 24, 2014 | Blog, Investing, Wealth Management

Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled by the hype it generates. Hype can become a fad can become a...

Investing for Retirement – Where to Begin

by Elle Kaplan | Sep 17, 2014 | Blog, Investing

I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing that you want to get the most from your money is an excellent starting point. Here are next steps to consider: Open...

First Steps

by Elle Kaplan | Sep 9, 2014 | Blog, Fiduciary, Investing

The vast majority of us aren’t taught what do with our money after we make it–besides spend it, of course! To complicate matters, the media bombards us with high-level financial information as if we’re somehow supposed to know what it all means and...

Take Charge of Your Financial Life

by Elle Kaplan | Sep 2, 2014 | Blog, Fiduciary, Investing, Wealth Management

In today’s perpetually plugged-in world, the constant whirlwind of information can easily be overwhelming. This principle certainly holds true in the world of investing and finance: if you’re not well versed, it can seem like everyone in the banking...

Fiduciary Or Broker? Know Your Information Source

by Elle Kaplan | Jun 4, 2014 | Blog, Fiduciary, Investing

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...