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21 Oct Equal Pay for Equal Work Has Lifelong Effects for Women

Posted at 17:12h in Independent fiduciary, Women on Wall Street by Elle Kaplan
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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...

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10 Apr You Sold Your Business…Now What?

Posted at 17:07h in Entrepreneurship, Independent fiduciary by Elle Kaplan
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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...

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04 Mar March is Women’s History Month!

Posted at 19:24h in Independent fiduciary by Elle Kaplan
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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...

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06 Nov Investment Advice: How Well Do You Know Your Sources?

Posted at 15:26h in Independent fiduciary by Elle Kaplan
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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...

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15 Oct A Recipe for Ideal Investment Advice

Posted at 16:52h in Independent fiduciary by Elle Kaplan
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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...

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23 Sep A Question Every Investor Should Ask

Posted at 14:19h in Independent fiduciary by Elle Kaplan
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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...

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26 Aug Finding the Right Financial Advisor

Posted at 16:47h in Independent fiduciary by Elle Kaplan
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Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage...

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19 Aug Hidden Fees and Commissions: Do You Know Where Your Money Goes?

Posted at 19:23h in Independent fiduciary by Elle Kaplan
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Add these to the list of must-ask questions for a financial advisor: Can you explain how you are compensated? Are you aware of where your advisor’s compensation is coming from? You...

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12 Aug The One Question You Must Ask A Financial Advisor

Posted at 18:43h in Independent fiduciary by Elle Kaplan
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There are many financial advisors and firms out there, and on paper they can start to sound very similar. How do you know what to look for? Find a Fiduciary.  One of...

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28 Jan Decoding Wall Street

Posted at 18:03h in Independent fiduciary by Elle Kaplan
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Even for those of us who are accustomed to feeling expertly capable and comfortable in other fields, wading into the often-murky waters of finance and investing can be confusing. Maybe...

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