by Elle Kaplan | Sep 17, 2013 | Investment strategy
Last week, I blogged about how to make sure you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues. What is an...
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 | Feb 27, 2012 | Investing for families
And the Oscar goes to… This past Sunday night, many of us tuned into the 84th Academy Awards, where the American Academy of Motion Picture Arts and Sciences recognized the excellence of professionals in the film industry, including directors, actor’s and...
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