by Elle Kaplan | Jul 27, 2022 | Blog, Health, Mindset
Let’s face it: the last two years have been extremely difficult in many ways. If you managed to pay all your bills on time throughout the pandemic and this year’s inflation, congratulations. You should be proud of yourself. But the longer we tread water financially,...
by Elle Kaplan | Dec 19, 2016 | Blog, Wealth Management
2017 is quickly approaching, and it’s the perfect time to revisit your financial goals while setting new ones for the upcoming year. Even if you already have a financial roadmap in place, there is always room for improvement (and often a need to account for changes in...
by Elle Kaplan | Jan 15, 2016 | Blog, Investing, Retirement, Wealth Management
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...