5 Smart Money Habits You Should Adopt Today

by Elle Kaplan | Feb 27, 2017 | Investment strategy

It probably doesn’t seem like it, but daily routines involving money can have an enormous impact on your overall financial health. Buying a 4 dollar latte, for instance, isn’t a big deal, but if you make that purchase a daily habit, it can quickly become a...

3 Biases That Can Affect Your Investing Success

by Elle Kaplan | Sep 19, 2016 | Investment strategy

While there are plenty of instances where our unconscious thought processes serve us well (like when avoiding physical danger), they often don’t apply in today’s modern world. Quite simply, those reactions were developed to help us survive as cavemen (or gals), not to...

Market Volatility, China and Interest Rates

by Elle Kaplan | Sep 29, 2015 | Investment strategy

This week I stopped by Reuters for a brief interview where I took some time to talk about consumer confidence today and what’s been happening in the markets, as well as when the Fed might hike interest rates. (See the video here) One of the very first topics I was...

Should I max out my 401(k)?

by Elle Kaplan | Jan 30, 2015 | Investment strategy, Wealth Creation

If this is really a broader question of, “Should I be saving and investing for retirement?” the answer is a resounding YES! However, a 401(k) is one of a few different avenues by which you can do that. Here are a few things to think about: A 401(k) plan can offer a...

Why Invest? It’s the Gift That Keeps On Giving

by Elle Kaplan | Dec 18, 2014 | Financial Health, Investment strategy, Success, Wealth Creation

Take a stroll through any mall this time of year and, in addition to all the holiday frenzy, you’ll be bombarded with messages to “treat yourself,” because “you know you deserve it.” While I’m all for the occasional splurge (as part of your 30% wants money, of...

The Counter-intuitive Way to Make Money By Investing

by Elle Kaplan | Nov 10, 2014 | Investment strategy

When an investment is the darling of Wall Street–making headlines, doing very well–many people want to invest more of their money in it. This leads to the essential error of emotional investing: buying when an investment is popular and the price is high....