by Elle Kaplan | Aug 28, 2012 | Investment strategy
Many of us look at investing as a David v. Goliath scenario: you are David, up against the giant. There’s a mountain of evidence that’s just waiting for you to wade through (and get lost in) that will prove this point. But – goes the so-called hope – if,...
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...