Russ Kaplan is an investment adviser representative for Russ Kaplan Investments, Inc. The partnership was started in 1983. Mr. Kaplan received his Bachelor and Masters of Arts Degrees from the University of Iowa and his MBA from the University of Nebraska at Lincoln. He also holds a Masters Degree in Sociology from the University of Iowa. As adjunct faculty at the University of Nebraska at Omaha and Metropolitan Community College, Mr. Kaplan has taught students about economics, finance and investments. Mr. Kaplan purchases shares of companies as if he was buying the entire company, and aims to hold a company for a long period of time.
Russ Kaplan Investment, Inc. produces a monthly newsletter called the Heartland Advisor. Each month, Mr. Kaplan discusses the various trends he observes in the Stock Market. Additionally, he provides the monthly activity regarding the company’s Model Portfolio. In each issue, he highlights any new additions to the portfolio, and explains why they were chosen. Each month he also picks one stock he thinks will do well and explains what makes it a good investment.