What Every Entrepreneur Needs To Know About Investing

by Elle Kaplan | Apr 16, 2014 | Entrepreneurship, Investment strategy, Wealth Creation

Entrepreneurs have different risk profiles than everyone else. Most entrepreneurs fail to take their career into account when considering their investment strategy. Look beyond your bank and brokerage accounts. You need a holistic, complete picture of your financial...

The Most Important Person in Your Financial Life

by Elle Kaplan | Feb 25, 2014 | Wealth Creation

I’ve blogged about important finance tips for marriage, for couples, and for families, but it’s been said that the most important relationship you will have in your life is the one you have with yourself. Taking control of your finances is one of the most empowering...

Investment Advice: How Well Do You Know Your Sources?

by Elle Kaplan | Nov 6, 2013 | Independent fiduciary

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

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...

A Recipe for Ideal Investment Advice

by Elle Kaplan | Oct 15, 2013 | Independent fiduciary

In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset classes) in strategic proportions, then we season to taste (such as increasing smart risk to...