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Forbes
Posted at 15 Mar, 13:26h in Press by Elle Kaplan
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Five Tough Questions Everyone Should Ask Their Financial Advisor

15 Oct Financial Freedom

Posted at 12:35h in Financial Health, Goal-setting, Investing for families, Leadership, Wealth Creation by Elle Kaplan
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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...

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15 Oct A Recipe for Ideal Investment Advice

Posted at 16:52h in Independent fiduciary by Elle Kaplan
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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...

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30 Sep Taking Control Of Your Financial Life

Posted at 21:09h in Wealth Creation by Elle Kaplan
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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...

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

Posted at 19:23h in Independent fiduciary by Elle Kaplan
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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...

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10 Jun Impulsive Spending? How To Break The Habit

Posted at 18:32h in Budgeting by Elle Kaplan
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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,...

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