What makes a healthy portfolio?

by Elle Kaplan | Feb 28, 2013 | Investment strategy

Diversification is key! DON’T : Buy local. The farmer’s market is one thing, but the financial markets are a different story. Investors are sometimes fooled into the sense that we “know” companies in our local area or the industry we work in, and think that it will...

For Investing Success, Tune Out Emotional Noise

by Elle Kaplan | Feb 20, 2013 | Investment strategy

DON’T : Get attached to your stocks. Maybe you inherited part of your portfolio. Maybe you feel loyal to a particular company or its products from using them in your daily life. Maybe you hand-picked your stocks based on intuition and the hype in the headlines....

Budgets and Savings: How to have your cake and eat it too

by Elle Kaplan | Feb 13, 2013 | Budgeting

Are you racking up high-interest debt by putting purchases on credit cards and thinking you’ll pay for it later? Are you prepared for possible challenges with a rainy-day fund, or do you spend each paycheck as it comes? For many people, it can be hard to find ways to...

Finding Mentors and Making Connections

by Elle Kaplan | Feb 6, 2013 | Leadership

It is so important to have mentors to guide you, inspire you, and help you grow in your professional journey. Throughout my career, I have always been fortunate to have several mentors who push me to dream bigger and expect more from myself. Mentors often have a...