Navigating the World of Investment: Key Insights for Beginners

by Elle Kaplan | Jul 26, 2023 | BDE, Investing

Hey there, future financial titans! Welcome to the thrilling world of investment! As a fellow adventurer in the financial realm, I’ve been through it all, and I’m stoked to share some nuggets of wisdom that will light up your path to financial success....

The Relation Between Recency Bias and Investing

by Elle Kaplan | Mar 15, 2023 | BDE, Investing, Investing

In 2023, many Americans were caught off guard when Silicon Valley Bank failed and a “run on the bank” occurred, despite the fact that regulations had been implemented to ensure stability in the banking system after the Great Depression and the 2008...

Investing 101: The Investment Policy Statement

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...

Fiduciary Or Broker? Know Your Information Source

by Elle Kaplan | Jun 4, 2014 | BDE, Fiduciary, Investing

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

Investing strategy: Are you a stock or a bond?

by Elle Kaplan | Jun 2, 2014 | Allocation, BDE, Entrepreneurship, Investing, Wealth Management

Your job affects your financial life beyond serving as the source of your paycheck. It affects how your investing strategy, both in the short and the long term. Most people fail to take into account the nature of their work when looking at their asset allocation. Even...