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...
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...
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...
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...
Sometimes, staying within a budget isn’t only about what you spend but how you spend. Take the first step on your journey towards a healthier financial future by asking yourself,...