5 Things You Need to Give Up to Be Happy

by Elle Kaplan | Mar 9, 2017 | BDE, Be More, Wellness

Many of us put the pedal to the metal when it comes to seeking happiness. We seek new things and experiences to develop a positive outlook, thinking it will come “someday” – once we get that “must have” purse or land that new job. It seems...

3 Emotional Biases to Avoid in Investing

by Elle Kaplan | Mar 8, 2017 | BDE, Wealth Management

Emotions can play a major role in your investing success. Its human nature to have feelings heavily influence your decision-making, especially when your hard-earned wealth comes into play. You can’t eliminate emotions from investing – in fact, you need to be in tune...

What Are Municipal Bonds, And Why Should You Consider Them?

by Elle Kaplan | Mar 7, 2017 | BDE, Investing

If your goal is to invest in a well-diversified portfolio, you may want to consider adding municipal bonds into the mix. Even if you’re already investing in fixed income, municipal bonds can provide some unique advantages, along with further diversification....

How Large Should Your Nest Egg be For Retirement?

by Elle Kaplan | Mar 6, 2017 | BDE, Retirement

When it comes to retirement, a number that’s probably of great concern to you is the size of your nest egg. Since your savings become your paycheck for the rest of your life in retirement, this number is indeed tremendously important. However, while we all know that...

How to Make Lifelong Learning a Daily Habit

by Elle Kaplan | Mar 2, 2017 | BDE, Do More, Life Hacks

It’s easy to get tunnel vision in business and only focus on the tasks directly ahead of you. However, setting aside a little time to learn and hone new skills on a daily basis is key. It’ll not only allow you to survive in this changing entrepreneurial...

Should You Invest Globally?

by Elle Kaplan | Feb 28, 2017 | BDE, Wealth Management

If you have a diverse investment portfolio of domestic stocks, bonds, and even hard assets or other classes, you’re off to an excellent start for retirement or growing your wealth. Even so, many are surprised or reluctant to hear that they’re missing out on a large...