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...
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