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 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...

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...