How do world events affect the stock market? And what does that mean for investors?

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

A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a “new normal” for the financial markets in which greater volatility is expected. With that said, there will still be events in our country...

Asset Allocation: No Such Thing As One-Size-Fits-All

by Elle Kaplan | Jan 15, 2015 | Allocation, Blog, Investing, Wealth Management

Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time horizon relative to that goal, as well as your personal risk tolerance. Asset...

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...

Investing 101: The Investment Policy Statement

by Elle Kaplan | Jun 10, 2014 | Allocation, Blog, Investing, Wealth Management

As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues. Every investor...