by Elle Kaplan | Jul 1, 2013 | Investing for couples
Couples should be as trusting and intimate financially as they are physically. How do you get to that point? Talk openly and often about financial matters. You and your partner may have very different understandings of what is normal when it comes to money. It is...
by Elle Kaplan | Mar 7, 2013 | Investment strategy
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 for dinner, you wouldn’t just throw ingredients in a bowl at random and expect it to magically...
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 | Jan 13, 2012 | Investing for couples
Now that we’re a few weeks into the new year, it’s a great time to think about how to turn challenges into opportunities, especially as they relate to your finances. Just as one needs to train for a marathon, or lose a pound or two a week to reach a goal weight,...