Women In Business: Three Stereotype-breaking Truths

by Elle Kaplan | Sep 23, 2014 | Leadership

The world of women in business is nothing like the stereotype. Catfights, competition, or coldness? Try collaboration, connection, and community. The vast majority of business women are supportive and encouraging of their fellow alphanistas. The truth about this...

Entrepreneurship Education: Lessons from A Gal’s Best Friend

by Elle Kaplan | Sep 17, 2014 | Entrepreneurship, Leadership

While preparing to launch LexION Capital several years ago, I decided that it was time to adopt a puppy. This sparked a chorus of “Are you insane?” I already heard that question plenty of times when I shared my business idea: build an independent,...

A Recipe for Ideal Investment Advice

by Elle Kaplan | Oct 15, 2013 | Independent fiduciary

In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset classes) in strategic proportions, then we season to taste (such as increasing smart risk to...

Taking Control Of Your Financial Life

by Elle Kaplan | Sep 30, 2013 | Wealth Creation

It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness – it is just as significant as any aspect of physical health. Be proactive and get involved in the matters that affect your financial life....

Hidden Fees and Commissions: Do You Know Where Your Money Goes?

by Elle Kaplan | Aug 19, 2013 | Independent fiduciary

Add these to the list of must-ask questions for a financial advisor: Can you explain how you are compensated? Are you aware of where your advisor’s compensation is coming from? You wouldn’t, for example, hire a contractor to remodel your home without asking for a...