by Elle Kaplan | Nov 6, 2014 | BDE, Investing, Wealth Management
In October, we saw a global pullback in the stock market. This prompted a flurry of media hype that spooked many investors. Flooded with headlines touting things like “Global Growth Concerns” and “A Brewing Storm,” many investors experienced a...
by Elle Kaplan | Oct 23, 2014 | BDE, Investing, Wealth Management
Here’s an investing riddle: two investors start investing with the same portfolio and the same time horizon of twenty years. One investor reads market news constantly and checks their accounts every week. The other investor falls asleep for twenty years, a la...
by Elle Kaplan | Jun 10, 2014 | Allocation, BDE, Investing, Wealth Management
As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues. Every investor...
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...
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