Equal Pay for Equal Work Has Lifelong Effects for Women

by Elle Kaplan | Oct 21, 2014 | Independent fiduciary, Women on Wall Street

Equal pay for equal work: The oft-quoted figure is that women earn 77 cents for every dollar earned by their comparably educated, comparably experienced male counterparts. In my experience, the figures are even worse on Wall Street. I’ve come across estimates...

You Sold Your Business…Now What?

by Elle Kaplan | Apr 10, 2014 | Entrepreneurship, Independent fiduciary

For some entrepreneurs, the day will come when it’s time to sell the business they worked so hard to build. It’s your not just the product of years of hard work, it’s also your nest egg. Who can you trust with it? A fiduciary wealth manager is...

March is Women’s History Month!

by Elle Kaplan | Mar 4, 2014 | Independent fiduciary

I’d love to be able to say that the “Old Boys’ Club” mentality of Wall Street is history as well – but unfortunately, I speak from experience when I say it is still alive and well. It’s one of the reasons I founded LexION Capital to be the “anti-Wall...

Investment Advice: How Well Do You Know Your Sources?

by Elle Kaplan | Nov 6, 2013 | Independent fiduciary

When it comes to finance, how do you avoid information overload? When sifting through the wealth of information and opinions out there, always consider the source. Do they have your best interests at heart? Or do they answer to their own best interests and bottom...

A Recipe for Ideal Investment Advice

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...

A Question Every Investor Should Ask

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...