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20 Mar Spring Clean Your Financial Life

Posted at 16:43h in Financial Health by Elle Kaplan
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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...

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18 Feb The Financial Check Up: What Every Spouse Needs to Know

Posted at 20:37h in Investing for couples by Elle Kaplan
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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...

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17 Sep A Tool for Success: Your Investment Policy Statement

Posted at 14:43h in Investment strategy by Elle Kaplan
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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....

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09 Sep Investment Strategies Are Not One-Size-Fits-All

Posted at 21:02h in Investment strategy by Elle Kaplan
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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...

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28 Feb What makes a healthy portfolio?

Posted at 17:24h in Investment strategy by Elle Kaplan
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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...

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17 Dec An Investment Plan That Supports Your Financial Goals

Posted at 19:03h in Goal-setting by Elle Kaplan
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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...

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

Posted at 15:52h in Wealth Creation by Elle Kaplan
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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...

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

Posted at 14:59h in Wealth Creation by Elle Kaplan
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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...

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28 Aug (Wo)man vs. the Market

Posted at 17:29h in Investment strategy by Elle Kaplan
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Many of us look at investing as a David v. Goliath scenario: you are David, up against the giant. There’s a mountain of evidence that’s just waiting for you to...

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13 Jan Happy 2012!

Posted at 20:27h in Investing for couples by Elle Kaplan
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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....

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