What makes a healthy portfolio?

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...

For Investing Success, Tune Out Emotional Noise

by Elle Kaplan | Feb 20, 2013 | Investment strategy

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 life. Maybe you hand-picked your stocks based on intuition and the hype in the headlines....

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...

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

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...

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

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...