Re-thinking Your Financial Plan As We Approach Year End?

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...

Patience Pays Off for Long-Term Investors

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...

The Surprising Key To Successful Long Term Investing

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...

Market Fluctuations: The Best Reaction Might Be No Action

by Elle Kaplan | Oct 16, 2014 | BDE, Investing, Wealth Management

The best tools for success in investing are: a sound strategy that fits your financial situation and your long-term goals; a diversified portfolio of global equities, fixed income, and commodities; the patience and discipline to stick to your strategy for the long...

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...