Unleashing LGBTQ+ Power: From Inclusion to Charitable Magic

by Elle Kaplan | Jun 7, 2023 | BDE, Wealth Management

Hey there! Did you know that June is an incredibly special month? It’s Pride Month, a time when we celebrate and honor the LGBTQ+ community’s identity, resilience, and achievements. They’re not only fighting for inclusion and acceptance but also...

6 Facts About Women Facing Retirement

by Elle Kaplan | Jul 20, 2022 | BDE, Be More, Do More, Earn More, Motivation, Wealth Management

As a woman and a mom, this is a topic near to my heart. The process of saving for our retirement years is always complex and should start early for everyone. But when discussing one’s financial plans and saving enough, it is usually a more challenging process for...

How to Beat The Investment Behavior Gap

by Elle Kaplan | Jun 5, 2017 | BDE, Wealth Management

When it comes to investing, we can be our own worst enemies. There are numerous studies showing a gap between the average returns of the markets, and the returns of investors actually investing in those markets. This harmful discrepancy is known in investing circles...

3 Investing Regrets You Should Avoid

by Elle Kaplan | Jun 1, 2017 | BDE, Wealth Management

While we all suffer from occasional regrets, a new survey shows that America is dealing with some pretty serious financial ones. BankRate’s survey found that around only 20 percent of Americans have been able to avoid financial regret. There is a silver lining...

How to Invest a Windfall

by Elle Kaplan | May 30, 2017 | BDE, Wealth Management

Many of us dream about receiving a sudden windfall of wealth. But whether it’s through an inheritance or a promotion, an unexpected influx of cash is more common than you’d think – and it’s no guarantee for long-lasting financial success. The statistics show that most...

Your Guide to Help You Avoid Emotional Investing

by Elle Kaplan | May 17, 2017 | BDE, Wealth Management

When the financial news is filled with eye-catching headlines and bold predictions, it can have a major effect on your emotions. When these doomsday headlines are coupled with volatility and downturns in the stock market, it can be tempting to make emotional...