December 5, 2023
December 5, 2023

Linking Northern and Central NJ, Bronx, Manhattan, Westchester and CT

Jonathan Caplan

Jonathan D. Caplan, a former Wall Street executive, is president and founder of wealth management firm Caplan Capital Management, Inc., with offices in Highland Park and Hackensack. He holds a BA from Yeshiva University and an MBA in finance from New York University Stern School of Business. You can find other recent investment articles by Jonathan at

Articles by Jonathan Caplan

Happy Shavumorial Day Weekend!

It was only a decade ago when we were all excited about the rare convergence of the holidays of Chanukah and Thanksgiving, which many referred

Thank You Hashem!

So, you are undoubtedly wondering why the writer of a financial column is borrowing a song title from the rising singing sensation Joey Newcomb. I

My Best Trade Ever

In August I penned an article in this space titled “My Worst Trade Ever.” It was intended to be a somewhat tongue-in-cheek description of how

60/40 Foresight

For most of the past decade, investors searching for income in the fixed income market have been hard-pressed to find any solutions without taking on

Mea Culpa: My Worst Trade Ever

You may read financial columns like this one and come to believe that professional investors never make mistakes. To disabuse you of that notion, it


Have you ever been to a chasuna or a party, had a drink or two, and then a few more? For a while you were

Damage Control

The first half of 2022 has been nothing short of a miserable period for investors. The stock market has registered sharp declines while the bond