by Elle Kaplan | Sep 30, 2013 | Wealth Creation
It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness – it is just as significant as any aspect of physical health. Be proactive and get involved in the matters that affect your financial life....
by Elle Kaplan | Sep 23, 2013 | Independent fiduciary
Ask yourself: Do I have access to the best possible investment products? You want a completely independent advisor who is beholden to no one but you, the client. Banks and brokers push particular investment products for all kinds of reasons, and “because they are the...
by Elle Kaplan | Sep 17, 2013 | Investment strategy
Last week, I blogged about how to make sure 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. What is an...
by Elle Kaplan | Sep 9, 2013 | Investment strategy
In investing, risk and return go hand in hand: some amount of strategic risk is necessary in order to ensure that your money is working for you to its full potential. However, not all risk is created equal: there is what I call “smart risk,” which is risk that you can...
Feminist Investing
Financial Literacy for Women: Building Confidence and Independence
Beat Your Nerves and Turn Your Anxiety into Excitement
Creating a Positive Work-Life Balance: Prioritizing Personal Well-being
Maximizing Productivity: Time Management Tips for Busy Professionals
Staying Zen Amidst Business Chaos: A Guide for Business Pioneers
Mindfulness: The Financial Superpower for Business Leaders
The Art of Leadership: Inspiring and Motivating Your Team
Mastering Negotiation Skills: Techniques for Successful Deal Making
Financial Empowerment: Steps to Take Control of Your Finances