Spring Clean Your Financial Life

by Elle Kaplan | Mar 20, 2014 | Financial Health

Despite the chilly temps lingering here in NYC, the first day of Spring is finally here – the perfect inspiration to spring-clean your finances! Now, I’ll be the first to admit that you’ll hardly find me jumping up and down at the thought of tackling my...

The Financial Check Up: What Every Spouse Needs to Know

by Elle Kaplan | Feb 18, 2014 | Investing for couples

Part of my personal mission is to help people take control of their finances. It’s empowering, it’s important, and it’s a key part of cultivating a rich life. But friends and acquaintances sometimes confide in me that their partner “takes care...

A Tool for Success: Your Investment Policy Statement

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...

Investment Strategies Are Not One-Size-Fits-All

by Elle Kaplan | Sep 9, 2013 | Investment strategy

In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full potential. However, not all risk is created equal: there is what I call “smart risk,” which is risk that you can...

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...