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...
by Elle Kaplan | Nov 12, 2012 | Wealth Creation
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 on more or less smart risk, depending on your investment goals. Smart risk...
by Elle Kaplan | Nov 5, 2012 | Wealth Creation
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 rewards and great losses. In investing, its meaning is more...
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,...