Finding the Right Financial Advisor

by Elle Kaplan | Aug 26, 2013 | Independent fiduciary

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 you to be an empowered participant in financial planning. Here are some questions to keep in mind as...

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

by Elle Kaplan | Aug 19, 2013 | Independent fiduciary

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 wouldn’t, for example, hire a contractor to remodel your home without asking for a...

The One Question You Must Ask A Financial Advisor

by Elle Kaplan | Aug 12, 2013 | Independent fiduciary

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 the first critical considerations is finding an independent fiduciary advisor. Unlike brokers,...

Decoding Wall Street

by Elle Kaplan | Jan 28, 2013 | Independent fiduciary

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 you refrain from investing because of a lack of information —or just the opposite,...

4 Steps to Surviving Information Overload

by Elle Kaplan | Oct 22, 2012 | Independent fiduciary

It’s October 2012, and as Americans we have some important decisions to make. The fast-approaching election, whichever way it turns out, will strongly impact the direction of our economy, our government, and our social policy in the coming few years, and we are still...

RIP, Zelda Kaplan. Thank you for your impressive legacy.

by Elle Kaplan | Feb 17, 2012 | Independent fiduciary

On February 15th, 2012, Zelda Kaplan unexpectedly passed away during a fashion show.  Ninety-five years young, Ms. Kaplan was affectionately known as the woman who could out-party socialites decades younger, and her death will undoubtedly leave a void on the social...