How To Set The Right Goals For Growth: Embrace the Impossible

by Elle Kaplan | Dec 2, 2014 | Goal-setting, inspiration, Leadership

As I work to expand LexION Capital and bring our mission of financial empowerment and a better Wall Street  to more and more people, I know that one of the most important things I can do both professionally and personally is to set the right goals for growth. As an...

Create Your Own Opportunities

by Elle Kaplan | Nov 25, 2014 | Goal-setting, inspiration, Investing for families, Success

With the Thanksgiving holiday this week, we at LexION are focusing on what we are thankful for. When we take a moment to reflect on those things we’re truly grateful for, those things that make our lives rich, the list includes things like family, friends,...

Career Inspiration for Millennials Who Want To Change The World

by Elle Kaplan | Oct 20, 2014 | Goal-setting, Leadership

At LexION Capital I give a brief, firm-wide presentation on Monday mornings that highlights the work of individuals and organizations that embody some aspect of LexION’s mission or core values. Recently, I spoke to my team about Margaret Thatcher, an undeniably...

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...