Blog
How to Cook Up A Nest Egg
As CEO of independent wealth management firm LexION Capital, I work to help people take control of their financial lives. I hope to help people reach a place where personal finance can be fun. When it comes to budgets, bills, and trying to save,...
Make Your Money Work For You
Pop quiz: Think about every millionaire and billionaire you know of. What do they all have in common that you may or may not have? An investment account. It’s time to lose the idea that investing is either a) boring, or b) something that should be...
Key Ingredients For A Balanced Portfolio
DO : Cook up a logical investing strategy. With a financial advisor, create a strategy that is a good match for your personal situation. If you wanted to make a special dish for dinner, you wouldn’t just throw ingredients in a bowl at random and...
What makes a healthy portfolio?
Diversification is key! DON’T : Buy local. The farmer’s market is one thing, but the financial markets are a different story. Investors are sometimes fooled into the sense that we “know” companies in our local area or the industry we work in, and...
For Investing Success, Tune Out Emotional Noise
DON’T : Get attached to your stocks. Maybe you inherited part of your portfolio. Maybe you feel loyal to a particular company or its products from using them in your daily life. Maybe you hand-picked your stocks based on intuition and the hype in...
Budgets and Savings: How to have your cake and eat it too
Are you racking up high-interest debt by putting purchases on credit cards and thinking you’ll pay for it later? Are you prepared for possible challenges with a rainy-day fund, or do you spend each paycheck as it comes? For many people, it can be...