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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...

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...

A Winning Strategy – On The Field, And In Investing

by Elle Kaplan | Feb 10, 2012 | Investment strategy

With the Giant’s Super Bowl XLVI win this past Sunday, New York continues to be an extremely exciting place.  However, during the course of the football season, there were many naysayers, who couldn’t have imagined the Big Apple becoming the reigning...

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