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...
by Elle Kaplan | Jan 23, 2015 | BDE, Investing
A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a “new normal” for the financial markets in which greater volatility is expected. With that said, there will still be events in our country...
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 | Jan 8, 2015 | BDE, Investing, Retirement, Wealth Management
As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want. Start to bring to life the high-level goals you see for yourself once you finish working. Things to...
by Elle Kaplan | Dec 31, 2014 | BDE, Investing, Retirement, Wealth Management
The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...