How a Retirement Stress Test Can Help You

by Elle Kaplan | Mar 28, 2017 | BDE, Retirement

Before we start to rely on something important – whether that’s an automobile or a bridge – we want to know how it will react under extreme conditions. That same logic should apply to your retirement portfolio, and that’s where a retirement stress test can help....

How to Choose A Financial Advisor That’s Right For You

by Elle Kaplan | Mar 21, 2017 | BDE, Fiduciary

Picking the right financial advisor might appear to be a daunting process. You’ll see multiple titles and claims being thrown around by prospective advisors, and it can be tough to separate their marketing from your actual needs. Thankfully, you can sift through the...

3 Investment Questions to Ask if You’re Planning for Retirement

by Elle Kaplan | Jan 18, 2017 | BDE, Retirement

In retirement, your investments and savings have to last the rest of your life. So maximizing every dollar and making sure you have a sound investment plan matters more than ever at this stage. That’s why retirees should consider the following investment...

How to Prevent Emotional Investing: 3 Pointers

by Elle Kaplan | Jan 11, 2017 | BDE, Investing

The good news is that one of the biggest determinants of success in long-term investing doesn’t involve complex market knowledge or knowing where the stock market will move next. It’s something anyone can harness: emotions. The bad news, however, is that...

Should Market Uncertainty Affect How You Invest?

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

Due to the upcoming presidential election (among a plethora of other factors), you might be asking “how should I invest during times of market uncertainty?” After all, it’s a natural instinct to want to change your plan if the underlying conditions get...