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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...

Investing Over Time: Your Strongest Asset

by Elle Kaplan | Oct 7, 2014 | BDE, Investing, Wealth Management

Strategic investing means taking on an appropriate amount of smart risk within a well-diversified portfolio of stocks, bonds, and commodities. A wise investor takes an appropriate amount of smart risk as part of a carefully considered investment strategy. There is a...

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