Is Investing Right for Me?

by Elle Kaplan | Jan 15, 2016 | BDE, Investing, Retirement, Wealth Management

In my years on Wall Street and later as the CEO of LexION Capital, I’ve frequently heard the question “is investing right for me?” The truth is, investing is right for everyone. At LexION Capital, we help our clients plan their investment portfolios...

What to Do When There Is Increased Volatility in the Markets

by Elle Kaplan | Jan 8, 2016 | Allocation, BDE, Investing, Retirement, Wealth Management

Often, many investors will throw their strategy out the window at the first sign of an increase in volatility in the markets. However, this is more difficult to do if there is a concrete objective (like retirement) on the horizon. At LexION Capital we work hard to...

How to Achieve Long-Term Investment Success

by Elle Kaplan | Dec 18, 2015 | BDE, Investing, Wealth Management

If you subscribe to cable television, you probably already know that we are in what feels like the era of the 24-hour news cycle. In order to fill in their news blocks, cable news networks often turn to “experts” and pundits to fill their daily...

What Investment Strategy Should You Use?

by Elle Kaplan | Dec 11, 2015 | BDE, Investing

In theory, sticking to an investment strategy for a million dollars is easy as pie. Just put your money into the stock market, let it sit for twenty years, and you’re likely to watch your wealth grow over time. That’s the beauty of long-term investing. In practice,...

How to Grow Your Wealth

by Elle Kaplan | Nov 23, 2015 | BDE, Investing

You’re probably wondering how to grow your wealth. From selling stocks to buying bonds, our investment approach is about the long-term, not the buying and selling fluctuations of today. If you have wealth available for investment and have ever wondered about investing...

What is the best way to invest?

by Elle Kaplan | Nov 13, 2015 | BDE, Investing

In the past, we’ve talked about the types of investment strategies that work, and those that don’t. When it comes to investing, there is no such thing as a “one size fits all,” meaning that an investment strategy that works for one person, may not work for someone...