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...

What do I need to know about my Required Minimum Distribution?

by Elle Kaplan | Feb 6, 2015 | BDE, Investing, Retirement, Wealth Management

What is a Required Minimum Distribution (RMD)? Certain types of retirement accounts and qualified plans stipulate a minimum amount that must be distributed from the account each year after the account holder reaches age 70.5. This amount is called the required minimum...

How do world events affect the stock market? And what does that mean for investors?

by Elle Kaplan | Jan 23, 2015 | BDE, Investing

A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a “new normal” for the financial markets in which greater volatility is expected. With that said, there will still be events in our country...

Asset Allocation: No Such Thing As One-Size-Fits-All

by Elle Kaplan | Jan 15, 2015 | Allocation, BDE, Investing, Wealth Management

Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time horizon relative to that goal, as well as your personal risk tolerance. Asset...