May 12, 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

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

Fangover

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

The Election Question

As always, the Tishrei holiday season is a propitious time to assess our personal and spiritual needs and goals for the coming year. During the

The Clarion Call of the Shofar

For those who have followed my screeds over the past few months, you will have hopefully gained some insight into how to successfully plan your