Financial Health Is A Daily Process

by Elle Kaplan | Oct 29, 2014 | Financial Health

Money is not a goal in and of itself, but a means to achieve your goals. When you nurture your financial health, you help boost holistic wellness in every realm of your life. And by taking control of your financial life, you open a world of possibilities. Money is a...

Call to Action: Where Are The Women In Finance?

by Elle Kaplan | Oct 16, 2014 | Financial Health, Women on Wall Street

In recent years we’ve seen a rallying cry to support and encourage women pursuing careers in STEM fields. This is fantastic, and I fully support it. I also ask: what about women in finance? I want to hear a parallel rallying cry for women in the financial...

Financial Freedom

by Elle Kaplan | Oct 15, 2014 | Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation

My original inspiration for starting my independent wealth management firm, LexION Capital, came from my mom. Seeing the lack of trustworthy options for financial advice she faced, and especially the lack of options that addressed the unique financial needs women...

The Real Risk Is Not Investing

by Elle Kaplan | Oct 10, 2014 | Financial Health, Goal-setting, Investment strategy

Keeping all your money as cash instead of investing is not a way to keep it “safe,” it is the equivalent of modern-day mattress stuffing. The bigger risk is not investing, sitting on the sidelines while inflation erodes the value of your money. Savings...

Own Your Financial Future By Taking Charge Today

by Elle Kaplan | Oct 9, 2014 | Financial Health, Goal-setting

In all things financial, don’t let fear or lack of knowledge paralyze you—let it motivate you. There’s incredible power in taking charge of your finances. You can own your financial future by making smart money moves today. Step 1: Get a sense of where you...

Why You Need To Tune Out Market Noise

by Elle Kaplan | Oct 8, 2014 | Financial Health, Investment strategy, Wealth Creation

When you invest in a well-diversified global portfolio of stocks, bonds, and commodities, your wealth is set up to grow over time. Don’t be swayed from a smart investing strategy by short-term market fluctuations. Resist the temptation to give in to emotions,...