How to Choose a Financial Advisor

by Elle Kaplan | Jun 6, 2017 | BDE, Fiduciary

If you’re stuck wondering how to choose a financial advisor, you should realize that confusion is a fairly common part of the process. You’re tasked with choosing someone you can entrust to manage your life savings, after all.  In addition, the advisory world is...

What Is a Financial Check Up, And Why Is it So Important?

by Elle Kaplan | May 19, 2017 | BDE, Fiduciary

We ideally visit our health practitioners annually because we know it’s a smart, proactive move. More often than not, we come out reassured knowing we’re on track for good physical health. If there are any issues, we’re able to nip them in the bud by...

How to Choose A Financial Advisor That’s Right For You

by Elle Kaplan | Mar 21, 2017 | BDE, Fiduciary

Picking the right financial advisor might appear to be a daunting process. You’ll see multiple titles and claims being thrown around by prospective advisors, and it can be tough to separate their marketing from your actual needs. Thankfully, you can sift through the...

The Fiduciary Advantage: Is your advisor sitting on the same side of the table as you?

by Elle Kaplan | Apr 12, 2016 | BDE, Fiduciary

Imagine this scenario: you’re feeling ill and you visit the doctor. Everything seems to be looking up when the doctor prescribes you some medicine that will make you feel better. All seems well, until find out the doctor actually is a part owner of that very same drug...

Finding a Financial Advisor Who Works With You

by Elle Kaplan | Mar 4, 2016 | BDE, Fiduciary

Are you having trouble finding a financial advisor? If so, here are some tips on how to find a financial advisor that will work for you.   When it comes to finding a financial advisor, it can be tough to make the right choice. There are thousands of firms and...

First Steps

by Elle Kaplan | Sep 9, 2014 | BDE, Fiduciary, Investing

The vast majority of us aren’t taught what do with our money after we make it–besides spend it, of course! To complicate matters, the media bombards us with high-level financial information as if we’re somehow supposed to know what it all means and...