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...
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...
by Elle Kaplan | Oct 15, 2015 | BDE, Investing
When we think of Mark Twain, we normally think of one of the greatest novelists in American history. However, as revolutionary as he may have been as a writer, Mark Twain was not exactly the best investor. In fact, by the age of 59, Twain had lost nearly his entire...
by Elle Kaplan | Dec 31, 2014 | BDE, Investing, Retirement, Wealth Management
The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that you are on track to meet those goals. A common question that arises as part of this goal-mapping conversation is: am I...
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