by Elle Kaplan | Jul 15, 2015 | BDE, Investing
You probably heard a lot about the “Grexit” – Greece’s potential departure from the Eurozone – and when the news broke, some markets responded with increased volatility. However, a smart investor whose goal is long-term wealth creation tunes out the headlines...
by Elle Kaplan | Jan 15, 2015 | Allocation, BDE, Investing, Wealth Management
Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time horizon relative to that goal, as well as your personal risk tolerance. Asset...
by Elle Kaplan | Dec 17, 2014 | BDE, Investing, Wealth Management
The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to the season and the year ahead. It is a good idea to assess whether any of your major goals or areas of focus...