The Real Risk Is Not Investing

by Elle Kaplan | Oct 10, 2014 | Financial Health, Goal-setting, Investment strategy

Keeping all your money as cash instead of investing is not a way to keep it “safe,” it is the equivalent of modern-day mattress stuffing. The bigger risk is not investing, sitting on the sidelines while inflation erodes the value of your money. Savings...

Why You Need To Tune Out Market Noise

by Elle Kaplan | Oct 8, 2014 | Financial Health, Investment strategy, Wealth Creation

When you invest in a well-diversified global portfolio of stocks, bonds, and commodities, your wealth is set up to grow over time. Don’t be swayed from a smart investing strategy by short-term market fluctuations. Resist the temptation to give in to emotions,...

What Every Entrepreneur Needs To Know About Investing

by Elle Kaplan | Apr 16, 2014 | Entrepreneurship, Investment strategy, Wealth Creation

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture of your financial...

Investing 101: Halloween Edition

by Elle Kaplan | Oct 30, 2013 | Investment strategy

Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is a calm and patient investor. Focus on the season’s festivities instead...

A Tool for Success: Your Investment Policy Statement

by Elle Kaplan | Sep 17, 2013 | Investment strategy

Last week, I blogged about how to make sure 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. What is an...

Investment Strategies Are Not One-Size-Fits-All

by Elle Kaplan | Sep 9, 2013 | Investment strategy

In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full potential. However, not all risk is created equal: there is what I call “smart risk,” which is risk that you can...