How to Create a Strong Financial Foundation

by Elle Kaplan | Feb 19, 2016 | BDE, Wealth Management

I am often asked by clients and reporters, “what’s the best way to create a strong financial foundation?” I always say that the best way to ensure success in your financial life for years down the road is to develop a plan that’s unique for your goals and needs. But,...

Should I Open a Roth IRA?

by Elle Kaplan | Feb 1, 2016 | BDE, Retirement, Wealth Management

Here are three tips to help you decide if a Roth IRA is right for you When it comes to planning for retirement, it can be difficult to know what kind of plan would best suit your retirement needs. If you’ve ever wondered, “should I open a Roth IRA?” and you have had...

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...

How Is LexION Changing The Private Wealth Management Industry?

by Elle Kaplan | Oct 27, 2015 | BDE, Wealth Management

When some people think of Wall Street, happy thoughts don’t always come to mind. In fact, the general perception of Wall Street and private wealth management firms is not very positive. When LexION Capital CEO Elle Kaplan set out to launch one of the only woman owned...