Mind Over Money: Create A Rich Life In The New Year

by Elle Kaplan | Dec 31, 2014 | Financial Health, Goal-setting, inspiration, Wealth Creation

As we prepare to welcome the beginning of a new year, this is the season to refresh and reset. You might be making resolutions or thinking about your goals for 2015. But are you cultivating an abundance mindset? Or, perhaps without realizing it, are you staying...

Why Invest? It’s the Gift That Keeps On Giving

by Elle Kaplan | Dec 18, 2014 | Financial Health, Investment strategy, Success, Wealth Creation

Take a stroll through any mall this time of year and, in addition to all the holiday frenzy, you’ll be bombarded with messages to “treat yourself,” because “you know you deserve it.” While I’m all for the occasional splurge (as part of your 30% wants money, of...

How To Start Investing For Retirement

by Elle Kaplan | Nov 6, 2014 | Financial Health, Wealth Creation

You’ve started your Emergency Fund, so you can be free of financial worry. You don’t have any high-interest debt. With a foundation in place, you’re excited to start building your financial future. Now what? Open your Roth IRA. This is an excellent...

Five Things Millennials Need to Know About Investing

by Elle Kaplan | Nov 3, 2014 | Wealth Creation

Many millennials don’t yet feel confident about the idea of investing. If that’s the case for you, know that you’re in very good company. Young professionals who started their careers amidst the post-2008 recession unfortunately happened to graduate...

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...

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,...