Key Ingredients For A Balanced Portfolio

by Elle Kaplan | Mar 7, 2013 | Investment strategy

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 for dinner, you wouldn’t just throw ingredients in a bowl at random and expect it to magically...

What makes a healthy portfolio?

by Elle Kaplan | Feb 28, 2013 | Investment strategy

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 local area or the industry we work in, and think that it will...

For Investing Success, Tune Out Emotional Noise

by Elle Kaplan | Feb 20, 2013 | Investment strategy

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 life. Maybe you hand-picked your stocks based on intuition and the hype in the headlines....

(Wo)man vs. the Market

by Elle Kaplan | Aug 28, 2012 | Investment strategy

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 wade through (and get lost in) that will prove this point. But – goes the so-called hope – if,...

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

by Elle Kaplan | Mar 27, 2012 | Investment strategy

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 first acknowledge that you have this “great idea,” take the time to sit down and talk out your...

A Winning Strategy – On The Field, And In Investing

by Elle Kaplan | Feb 10, 2012 | Investment strategy

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 naysayers, who couldn’t have imagined the Big Apple becoming the reigning...