Market Fluctuations: The Best Reaction Might Be No Action

by Elle Kaplan | Oct 16, 2014 | Blog, Investing, Wealth Management

The best tools for success in investing are: a sound strategy that fits your financial situation and your long-term goals; a diversified portfolio of global equities, fixed income, and commodities; the patience and discipline to stick to your strategy for the long...

Strategic Investing, Despite the Hype

by Elle Kaplan | Oct 1, 2014 | Blog, Investing, Wealth Management

Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that is fueled by the very hype it generates. Often, however, those investors who rush to buy...

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...

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...