What is the Best Way to Invest Money?

by Elle Kaplan | Aug 24, 2015 | BDE, Investing

One of the most common questions I have been asked over the years has been “what is the best way to invest money?” or “what is the best way to grow my wealth?” I hear this from clients, journalists and particularly at dinner parties or special events. And while I’ll...

Why We Do What We Do – Excellence at Every Step of the Experience

by Elle Kaplan | Aug 18, 2015 | BDE, Entrepreneurship

In the mid-1980’s two siblings emigrated from France to open Le Bernardin; a restaurant in New York City that grew to define excellence in dining. Today, Le Bernardin is one of only seven New York City restaurants to have obtained 3 Michelin stars, and is regarded as...

How Long Will Your Retirement Savings Last?

by Elle Kaplan | Aug 10, 2015 | BDE, Retirement

If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at 65, or at any age, mapping out the path to your destination is extremely important, and reviewing...

The Wise Investor’s Counter-Intuitive Reaction

by Elle Kaplan | Jul 15, 2015 | BDE, Investing

You probably heard a lot about the “Grexit” – Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility. However, a smart investor whose goal is long-term wealth creation tunes out the headlines...

There’s Still Time to Make Your IRA Contribution for 2014

by Elle Kaplan | Apr 10, 2015 | BDE, Investing, Retirement

If you haven’t yet made a full contribution to your IRA for 2014, you still have time to contribute before the April 15th deadline. How much can I contribute? There are a few factors that will affect how much you can contribute to your IRA. The maximum annual...

Don’t Fall for the Darlings of Wall Street: How A Money Manager Can Help

by Elle Kaplan | Feb 23, 2015 | Allocation, BDE, Investing, Wealth Management

The basic recipe for wealth creation through investing is to buy at a low price and sell at a high price. This means buying in when most people are selling, then selling when most people are buying. Logically, it makes sense. In reality, it can be painful. When an...