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10 Oct The Real Risk Is Not Investing

Posted at 11:49h in Financial Health, Goal-setting, Investment strategy by Elle Kaplan
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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,...

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16 Apr What Every Entrepreneur Needs To Know About Investing

Posted at 15:17h in Entrepreneurship, Investment strategy, Wealth Creation by Elle Kaplan
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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...

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06 Nov Investment Advice: How Well Do You Know Your Sources?

Posted at 15:26h in Independent fiduciary by Elle Kaplan
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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...

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30 Oct Investing 101: Halloween Edition

Posted at 17:16h in Investment strategy by Elle Kaplan
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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...

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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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12 Nov A Four-letter Word That’s Not A Curse (part 2)

Posted at 15:52h in Wealth Creation by Elle Kaplan
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An efficient, well-diversified portfolio features a balance of different asset classes. From that balance point, you can adjust the proportion of your assets you have in various classes to take...

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05 Nov A Four-letter Word That’s Not A Curse (part 1)

Posted at 14:59h in Wealth Creation by Elle Kaplan
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We’d all like to avoid the type of investments that cause us to curse! So, one particular four-letter word deserves some attention: risk. Colloquially, risk connotes high stakes—the capacity for great...

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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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