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...
by Elle Kaplan | Aug 28, 2012 | Investment strategy
Many of us look at investing as a David v. Goliath scenario: you are David, up against the giant. There’s a mountain of evidence that’s just waiting for you to wade through (and get lost in) that will prove this point. But – goes the so-called hope – if,...
by Elle Kaplan | Oct 19, 2011 | Independent fiduciary
Welcome! I have spent most of my finance career wondering if I was in a Saturday Night Live skit gone wrong, or at work. As a critical thinker, I was never very good at “parroting” the messages that Wall Street’s legal and compliance departments told...