Finances and Marriage: 3 Smart Money Moves to Make After Saying “I Do”

by Elle Kaplan | Sep 28, 2016 | BDE, Wealth Management

Marriage is an exciting time for plenty of reasons: you have your wedding, honeymoon, and a chance to take your relationship to the next level. If you haven’t started already, it’s also a great time to begin investing towards your financial future together. With that...

How Recency Bias Can Affect Your Success in Investing

by Elle Kaplan | Sep 13, 2016 | BDE, Wealth Management

There’s nothing like a blizzard to drive up demand for snow tires. The inverse is also true: the longer it’s been since an event took place, the less likely we are to believe it will happen in the near future. This effect is known as the recency bias, and it can...

Why Investing Should Be One of Your Top Financial Priorities

by Elle Kaplan | Sep 6, 2016 | BDE, Wealth Management

A recent study found that only 21 percent of Americans ranked “investing effectively and tax efficiently” as their top monetary priority. Since we all have numerous financial obligations that can prevent investing from being a financial importance, you may...

Some Simple Investments for Beginners

by Elle Kaplan | Aug 24, 2016 | BDE, Wealth Management

Diving into investing can be complex and intimidating at first. Rather than jumping straight into the deep end, you can start with some simple investments for beginners. As a first-time investor, consider adding these to your roster: Utilize a 401(K) A 401(k) is an...

Why Every Investor Needs an Emergency Fund

by Elle Kaplan | Aug 22, 2016 | BDE, Wealth Management

Its might surprise you to learn that one of the smartest money moves you can make is to leave a portion of your wealth in a savings account. Although your wealth is earning minuscule interest rates (generally less than 1 percent), and technically shrinking due to...

Some Important Financial Discussions to Have Before Marriage

by Elle Kaplan | Jul 6, 2016 | BDE, Wealth Management

Although marriage is indeed a union, it doesn’t mean your finances automatically mesh together. That’s why it’s important for couples to have the right financial discussions before getting married. By aligning your financial goals and needs, you can not only ensure...