by Elle Kaplan | Oct 24, 2022 | Press
The shocking truth about professional financial advice. At some point in time, everyone considers the need for professional financial advice. For some, they consider it because they want to know if they can do better. For others, they get enticed by a professional...
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...
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...
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....
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