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December 2, 2024
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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 www.caplancapital.com/blog.

Articles by Jonathan Caplan

Anger Management

In January I penned an article including some economic and market prognostications for 2024. I had believed that it was on the lighter side and

Going Out on a Limb

When it comes to making accurate economic and stock market prognostications, professionals on Wall Street do not necessarily have the best track record. This could

To Convert or Not to Convert

When it comes to the subject of conversion to Judaism, the Talmud in Mesechet Yevamot states the following: “When someone nowadays presents himself for conversion,

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