Retirement Planning for All Ages

by Elle Kaplan | Jan 8, 2015 | BDE, Investing, Retirement, Wealth Management

As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want. Start to bring to life the high-level goals you see for yourself once you finish working. Things to...

Reviewing Your Retirement Goals

by Elle Kaplan | Dec 31, 2014 | BDE, Investing, Retirement, Wealth Management

The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...

Re-thinking Your Financial Plan As We Approach Year End?

by Elle Kaplan | Dec 17, 2014 | BDE, Investing, Wealth Management

The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...

What Feels Natural Is Often The Opposite of Successful Investing Behavior

by Elle Kaplan | Nov 12, 2014 | BDE, Investing, Wealth Management

In investing, what feels natural can often steer us very much in the wrong direction. Follow your emotions and follow the crowd, and typically you’ll be led to perform the opposite of successful investing behavior. Rational logic should be the basis for any...

Patience Pays Off for Long-Term Investors

by Elle Kaplan | Nov 6, 2014 | BDE, Investing, Wealth Management

In October, we saw a global pullback in the stock market. This prompted a flurry of media hype that spooked many investors. Flooded with headlines touting things like “Global Growth Concerns” and “A Brewing Storm,” many investors experienced a...

Traditional vs Roth IRA

by Elle Kaplan | Oct 30, 2014 | BDE, Investing, Wealth Management

As you prepare for retirement, understanding the difference between a traditional vs Roth IRA will help you make the most of your wealth. So what is a Roth IRA, and why do you need one? In contrast to a traditional IRA, you contribute to your Roth IRA from your...