by Elle Kaplan | Oct 30, 2013 | Investment strategy
Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is a calm and patient investor. Focus on the season’s festivities instead...
by Elle Kaplan | Oct 22, 2013 | Wealth Creation
What if life was financially limitless? The definition of success, for me, has never been tied to a number on my bank account. I felt successful at the point when I dictated the course of my career and my life decisions – not money. It is time to redefine luxury, not...
by Elle Kaplan | Oct 15, 2013 | Independent fiduciary
In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset classes) in strategic proportions, then we season to taste (such as increasing smart risk to...
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