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 based on their specific goals and needs.
Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time…
January 15, 2015The 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…
December 31, 2014