by Elle Kaplan | Nov 27, 2012 | Goal-setting
In the era of info-tainment, the media are constantly competing for stories and sound bites that snag our attention. What sells is the outrageous, and the even more outrageous. Sometimes, it can feel like the word “scandal” screams out from every headline, leaving us...
by Elle Kaplan | Oct 31, 2012 | Investing for families
Hurricane Sandy has, to say the least, wreaked a lot of havoc. Some of us were lucky enough to be huddled in our apartments with flashlights, waiting out the storm. Some of us are dealing with far worse consequences—flooded homes, evacuation, loss. Our hearts and...
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 | 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...