You Sold Your Business…Now What?

by Elle Kaplan | Apr 10, 2014 | Entrepreneurship, Independent fiduciary

For some entrepreneurs, the day will come when it’s time to sell the business they worked so hard to build. It’s your not just the product of years of hard work, it’s also your nest egg. Who can you trust with it? A fiduciary wealth manager is...

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...

Women in Finance: The Power of the Purse

by Elle Kaplan | Jan 22, 2013 | Leadership

Our economy has become a she-conomy. Today’s women are responsible for making 85% of household purchasing decisions, and contribute 7 trillion dollars of consumer and business spending. Women own 40% of American private businesses and are the major contributors of...

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...