Blog
How Much Money Will I Have When I Retire?
Earning your wealth is only half the battle. The other half is how to plan for retirement—in other words, how to retire rich. When you retire, you lose job-based income, so...
What is the best way to invest?
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...
How Is LexION Changing The Private Wealth Management Industry?
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...
The Best Way to Invest One Million Dollars
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...
How to Cope with a Volatile Market
We’ve written before about topics like market volatility, but sometimes it is helpful to have a list of “go-to” rules to remember when the markets experience a bit of...
How Can I Plan For Retirement?
At one point or another you have probably asked yourself, “How do I start planning for retirement?” And if you haven’t yet asked yourself that question, it’s probably not...
The Best Way to Invest Money: Creating Long-Term Growth
Whether you are a millennial who has just come into some inheritance, or you’re thinking about the best way to invest for your retirement fund; or investing 1 million...
Have You Had Your Financial Checkup This Year?
A lot can happen in one year. Has there been a marriage or a birth in your family? Have you recently changed careers? These life changes often come with a price in the form...
Why It Pays To Stay Optimistic When Investing
Being in finance for over a decade I’ve sometimes witnessed the reactionary behavior of some investors the moment that the markets experience fluctuation or volatility....
What is the Best Way to Invest Money?
One of the most common questions I have been asked over the years has been “what is the best way to invest money?” or “what is the best way to grow my wealth?” I hear this...
Why We Do What We Do – Excellence at Every Step of the Experience
In the mid-1980’s two siblings emigrated from France to open Le Bernardin; a restaurant in New York City that grew to define excellence in dining. Today, Le Bernardin is one...
How Long Will Your Retirement Savings Last?
If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at...