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Is Investing Right for Me?

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...

What do I need to know about my Required Minimum Distribution?

by Elle Kaplan | Feb 6, 2015 | Blog, Investing, Retirement, Wealth Management

What is a Required Minimum Distribution (RMD)? Certain types of retirement accounts and qualified plans stipulate a minimum amount that must be distributed from the account each year after the account holder reaches age 70.5. This amount is called the required minimum...
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