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03 Dec Build the Financial Foundation Of A Lifetime

Posted at 16:59h in Wealth Creation by Elle Kaplan
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When it comes to your financial future, there is no time like the present. The smart steps you take today will help you build the financial foundation of a lifetime. The...

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12 Aug The One Question You Must Ask A Financial Advisor

Posted at 18:43h in Independent fiduciary by Elle Kaplan
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There are many financial advisors and firms out there, and on paper they can start to sound very similar. How do you know what to look for? Find a Fiduciary.  One of...

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05 Aug Beginning Investors: The First Step

Posted at 15:36h in Wealth Creation by Elle Kaplan
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Pop quiz: Investing is something that… A) is for wealthy people, investment bankers, and hedge fund managers B) something that you’ll get into later in life once you have more money saved...

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24 Jun The best way to treat yourself? Invest.

Posted at 15:16h in Wealth Creation by Elle Kaplan
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Living a rich life is not about the number in your bank account, what kind of clothes you wear or the car you drive. A rich life includes feeling fulfilled...

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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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20 Feb For Investing Success, Tune Out Emotional Noise

Posted at 20:45h in Investment strategy by Elle Kaplan
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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...

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17 Dec An Investment Plan That Supports Your Financial Goals

Posted at 19:03h in Goal-setting by Elle Kaplan
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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...

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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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