Navigating the World of Investment: Key Insights for Beginners

by Elle Kaplan | Jul 26, 2023 | Blog, Investing

Welcome, dear aspiring investors, to the exhilarating world of investment! As a female financial advisor, I’ve had my fair share of navigating the intricate maze of investment opportunities. Today, I’m delighted to share some valuable insights that will...

Recency Bias in Action and the Run on Silicon Valley Bank

by Elle Kaplan | Mar 15, 2023 | Blog, Investing

Recently, many Americans were surprised when Silicon Valley Bank failed and a “run on the bank” occurred. This was unexpected as regulations had been put in place after the Great Depression and additional regulations were added after the 2008 recession,...

Market Volatility, China and Interest Rates

by Elle Kaplan | Sep 29, 2015 | Investment strategy

This week I stopped by Reuters for a brief interview where I took some time to talk about consumer confidence today and what’s been happening in the markets, as well as when the Fed might hike interest rates. (See the video here) One of the very first topics I was...

Entrepreneurs and Angel Investors: They Might Not Be So Heavenly

by Elle Kaplan | Jul 2, 2014 | Entrepreneurship, Financial Health

For many aspiring entrepreneurs, an Angel investor may indeed seem like a gift from above. Unfortunately, the name “angel” means very different things to different people. Simply an infusion of capital? Ownership in your company? A say in day-to-day operations?...

Investing 101: Halloween Edition

by Elle Kaplan | Oct 30, 2013 | Investment strategy

Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is a calm and patient investor. Focus on the season’s festivities instead...