Just Married: Should You Combine Investment Accounts with Your Spouse?

by Elle Kaplan | Mar 25, 2016 | Blog, Investing

If you are considering whether or not you should combine investment accounts, here are the steps you need to take. Taking the leap and tying the knot can be an exciting moment for couples. Marriage can mean joining your lives, as well as your assets. One issue that...

How to Grow Your Wealth

by Elle Kaplan | Nov 23, 2015 | Blog, Investing

You’re probably wondering how to grow your wealth. From selling stocks to buying bonds, our investment approach is about the long-term, not the buying and selling fluctuations of today. If you have wealth available for investment and have ever wondered about investing...

The Wise Investor’s Counter-Intuitive Reaction

by Elle Kaplan | Jul 15, 2015 | Blog, Investing

You probably heard a lot about the “Grexit” – Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility. However, a smart investor whose goal is long-term wealth creation tunes out the headlines...

There’s Still Time to Make Your IRA Contribution for 2014

by Elle Kaplan | Apr 10, 2015 | Blog, Investing, Retirement

If you haven’t yet made a full contribution to your IRA for 2014, you still have time to contribute before the April 15th deadline. How much can I contribute? There are a few factors that will affect how much you can contribute to your IRA. The maximum annual...

Don’t Fall for the Darlings of Wall Street: How A Money Manager Can Help

by Elle Kaplan | Feb 23, 2015 | Allocation, Blog, Investing, Wealth Management

The basic recipe for wealth creation through investing is to buy at a low price and sell at a high price. This means buying in when most people are selling, then selling when most people are buying. Logically, it makes sense. In reality, it can be painful. When an...