Beginning Investors: The First Step

by Elle Kaplan | Aug 5, 2013 | Wealth Creation

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 up Trick question! The correct answer is that investing is neither. You...

Key Ingredients For A Balanced Portfolio

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...

Saving and Investing: Keep It Simple With An Easy Equation

by Elle Kaplan | Jan 14, 2013 | Budgeting

In business and in investing, your time is always the most valuable resource at your disposal. It’s never too early (or late!) to break old financial habits and build better ones. You have the power to get the most out of your present while still preparing for what’s...

New Year’s resolution: a new approach to goal-setting

by Elle Kaplan | Jan 7, 2013 | Goal-setting

The New Year is a perfect time to tackle new goals—or not-so-new ones. Whether you’re looking for a fresh start in 2013, or trying to revive your initiative on past resolutions, there’s something about January first that fills so many of us with inspiration,...

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...