Decoding Wall Street

by Elle Kaplan | Jan 28, 2013 | Independent fiduciary

Even for those of us who are accustomed to feeling expertly capable and comfortable in other fields, wading into the often-murky waters of finance and investing can be confusing. Maybe you refrain from investing because of a lack of information —or just the opposite,...

An Investment Plan That Supports Your Financial Goals

by Elle Kaplan | Dec 17, 2012 | Goal-setting

The trap: Speculating, not investing – picking and choosing rather than following a clear strategy The solution: Have a balanced financial plan that addresses your unique needs Taking control of your finances is an empowering task that everyone is capable of. With a...

4 Steps to Surviving Information Overload

by Elle Kaplan | Oct 22, 2012 | Independent fiduciary

It’s October 2012, and as Americans we have some important decisions to make. The fast-approaching election, whichever way it turns out, will strongly impact the direction of our economy, our government, and our social policy in the coming few years, and we are still...

Overcoming Fear and Taking Control of Your Finances

by Elle Kaplan | Jul 24, 2012 | Wealth Creation

Fear and ignorance are two underlying factors in a great deal of the mistakes and misunderstandings that we suffer through in life, and I’ll tell you where this can hurt (a lot): When it comes to your personal finances and investing. Why is this the case? That’s...

Behavior Follows Belief

by Elle Kaplan | Apr 30, 2012 | Goal-setting

How many times do we look at one aspect of our lives or another—be it weight, stress, or finances—and wish it were different? Or that we knew how to change it?  As I have mentioned, we are creatures of habit; financial habits are no exception, good and bad. The...