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...

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...

Investment Advice: How Well Do You Know Your Sources?

by Elle Kaplan | Nov 6, 2013 | Independent fiduciary

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

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...

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...