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...
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...
by Elle Kaplan | Oct 1, 2014 | BDE, Investing, Wealth Management
Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that is fueled by the very hype it generates. Often, however, those investors who rush to buy...
by Elle Kaplan | Sep 24, 2014 | BDE, Investing, Wealth Management
Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled by the hype it generates. Hype can become a fad can become a...
by Elle Kaplan | Sep 17, 2014 | BDE, Investing
I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing that you want to get the most from your money is an excellent starting point. Here are next steps to consider: Open...