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17 Sep A Tool for Success: Your Investment Policy Statement

Posted at 14:43h in Investment strategy by Elle Kaplan
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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....

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09 Sep Investment Strategies Are Not One-Size-Fits-All

Posted at 21:02h in Investment strategy by Elle Kaplan
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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...

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07 Mar Key Ingredients For A Balanced Portfolio

Posted at 21:30h in Investment strategy by Elle Kaplan
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DO : Cook up a logical investing strategy. With a financial advisor, create a strategy that is a good match for your personal situation. If you wanted to make a special dish...

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28 Feb What makes a healthy portfolio?

Posted at 17:24h in Investment strategy by Elle Kaplan
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Diversification is key! DON’T : Buy local. The farmer’s market is one thing, but the financial markets are a different story. Investors are sometimes fooled into the sense that we “know” companies in our...

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20 Feb For Investing Success, Tune Out Emotional Noise

Posted at 20:45h in Investment strategy by Elle Kaplan
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DON’T : Get attached to your stocks. Maybe you inherited part of your portfolio. Maybe you feel loyal to a particular company or its products from using them in your daily...

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28 Aug (Wo)man vs. the Market

Posted at 17:29h in Investment strategy by Elle Kaplan
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Many of us look at investing as a David v. Goliath scenario: you are David, up against the giant. There’s a mountain of evidence that’s just waiting for you to...

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27 Mar Lessons from Investment Planning – How To Turn Your Great Idea Into Reality

Posted at 19:45h in Investment strategy by Elle Kaplan
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Everyone has great ideas, but how do you turn that idea into a success? Great ideas rarely become successes overnight, so what is it that sets these two apart? When you...

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10 Feb A Winning Strategy – On The Field, And In Investing

Posted at 22:17h in Investment strategy by Elle Kaplan
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With the Giant's Super Bowl XLVI win this past Sunday, New York continues to be an extremely exciting place.  However, during the course of the football season, there were many...

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