Blog
Tax Allocation: How to Keep Your Wealth
What good is it to generate wealth if you are not able to hold on to it? Investing is not just about what you earn, but also about what you keep. So, is your investment...
Should You Take Out A 401k Loan?
Unfortunately, many working professionals view a 401(k) as a secondary savings account. When money is tight, is it a good idea to take out a 401(k) loan?
Finding a Financial Advisor Who Works With You
Are you having trouble finding a financial advisor? If so, here are some tips on how to find a financial advisor that will work for you. When it comes to finding a...
When Is the Best Time to Invest in the Markets?
When is the best time to invest in the markets? See our advice on the best time to grow your investment portfolio.
How to Create a Strong Financial Foundation
Arguably the most difficult step in this process is actually sitting down and creating a plan. Once you get over this mental roadblock, and create your very own financial “roadmap,” you’ll find that your financial success will be just around the corner.
Should I Open a Roth IRA?
If you’ve ever wondered, “should I open a Roth IRA?” and you have had questions about the advantages of this type of retirement account, we have come up with three points that may help you determine whether a Roth IRA is right for you.
What Do You Need to Know to Plan Your 401(k)?
No matter how old you are, you can benefit from some tried and true advice to help you plan your 401(k).
Is Investing Right for Me?
In my years on Wall Street and later as the CEO of LexION Capital, I’ve frequently heard the question “is investing right for me?”
The truth is, investing is right for everyone. At LexION Capital, we help our clients plan their investment portfolios based on their specific goals and needs.
What to Do When There Is Increased Volatility in the Markets
Often, many investors will throw their strategy out the window at the first sign of an increase in volatility in the markets. However, this is more difficult to do if there...
How to Achieve Long-Term Investment Success
The right investment strategy is important to building a retirement you can count on. Here’s how to achieve long-term investment success.
What Investment Strategy Should You Use?
What kind of investment strategy will best grow your wealth?
How to Grow Your Wealth
You’re probably wondering how to grow your wealth. From selling stocks to buying bonds, our investment approach is about the long-term, not the buying and selling...