Should You Have Your Wealth in a Savings Account?

by Elle Kaplan | May 3, 2016 | BDE, Investing

Especially in times of heightened stock market volatility, I frequently get asked by first-time investors if they should have their wealth (or at least a good portion of it) in a savings account instead. After all, a savings account can appear safer and less risky,...

How Should You Allocate Your Assets?

by Elle Kaplan | Apr 27, 2016 | Allocation, BDE, Investing

If you’re building an investment portfolio, you’ve most likely wondered how you should allocate your assets.  It’s a good question to ask: picking the right mix of stocks, bonds, hard assets, and other investment vehicles is arguably the biggest and most important...

Why Diversification is an Essential Part of Investing

by Elle Kaplan | Apr 25, 2016 | BDE, Investing

Many times, investors will put a huge portion of their portfolios into a “can’t miss” investment, or allocate most of their money into one investment vehicle. After all, who doesn’t want to make a huge profit quickly? While this tactic may lead to large profits...

A Key To Success in Long-Term Investing

by Elle Kaplan | Apr 19, 2016 | BDE, Investing

Everyone loves a good story – whether it’s through a best-selling novel or a box-office hit, we can’t help but get drawn into a compelling narrative. Journalists are well aware of this, and it’s virtually a job requirement to make connections...

Some Great Ways to Spring Clean Your Finances

by Elle Kaplan | Apr 11, 2016 | BDE, Investing, Wealth Management

Spring has finally arrived, and it’s the perfect inspiration to clean up your finances. Just like when you clean your home or apartment, now is a great time to examine your financial management and improve it in a few ways. If you’ve ever wondered about how to spring...

How to Avoid Emotional Reactions in Investing

by Elle Kaplan | Apr 5, 2016 | BDE, Investing

You have probably experienced a nervous feeling before delivering a speech or heading up to a podium. If you’ve ever had sweaty palms during this experience, you’re not alone – studies indicate that public speaking is actually the number one fear of Americans, and...