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 | 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...
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...