by Elle Kaplan | Oct 29, 2014 | Financial Health
Money is not a goal in and of itself, but a means to achieve your goals. When you nurture your financial health, you help boost holistic wellness in every realm of your life. And by taking control of your financial life, you open a world of possibilities. Money is a...
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 8, 2014 | Financial Health, Investment strategy, Wealth Creation
When you invest in a well-diversified global portfolio of stocks, bonds, and commodities, your wealth is set up to grow over time. Don’t be swayed from a smart investing strategy by short-term market fluctuations. Resist the temptation to give in to emotions,...
by Elle Kaplan | Feb 17, 2012 | Independent fiduciary
On February 15th, 2012, Zelda Kaplan unexpectedly passed away during a fashion show. Ninety-five years young, Ms. Kaplan was affectionately known as the woman who could out-party socialites decades younger, and her death will undoubtedly leave a void on the social...