An Investment Plan That Supports Your Financial Goals

by Elle Kaplan | Dec 17, 2012 | Goal-setting

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 is an empowering task that everyone is capable of. With a...

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...

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

by Elle Kaplan | Nov 5, 2012 | Wealth Creation

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 rewards and great losses. In investing, its meaning is more...

(Wo)man vs. the Market

by Elle Kaplan | Aug 28, 2012 | Investment strategy

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 wade through (and get lost in) that will prove this point. But – goes the so-called hope – if,...

Happy 2012!

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,...