Financial Wellness Checkup: How Healthy Are You?

Financial Wellness Checkup: How Healthy Are You?

Adapted from an article by Stacy Francis Especially in this tumultuous time, it’s important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget:...

Q&A: Robo Advising

With Cynthia LohQ: What is your best financial advice?A: Don’t be afraid of leveraging technology to help you manage your investments. Technology has helped make lots of day-to-day aspects of our lives easier – whether that’s ordering an item on...

You’re in Balance! But Are Your Investments?

Twist and turns… Up and down… The investment markets are going through another wild year—fortunately, this time, the volatility is generally in a positive direction. But the dramatic swing in stock returns after three bear years, along with...

Better For It – How To Start Your Financial Fitness Regimen

by Shurnette Henry Nike has perhaps its greatest campaign ever running right now. It’s the one where several women are embarking on their individual fitness journeys for the first time, and they’re each experiencing that beginning stage of getting...

Playing It Safe Is Not So Safe After All

by Stacy Francis, CFP®, CDFAA recent study found that Americans put a smaller portion of their savings in stock market investments than people from some other countries.We think we’re playing it safe by keeping the bulk of our money in cash instruments like...

Investing 101

by Stacy Francis, CFP®, CDFAIf you’re a novice investor — or you’re looking to brush up on a specific investing concept — this is the article for you. Savvy investing requires knowledge of several key financial concepts as well as an...

Do You Know Where Your Investments Are?

by Stacy Francis, CFP®, CDFAA survey of those who own mutual funds found about 40 per cent didn’t know the names of the funds they bought. Even if you are a pro when it comes to rattling off the latest mutual fund you purchased, you still may not have a clue...

How Smart Investors Blow It

by Stacy Francis, CFP®, CDFAGoing back to the early 2000s, our friends at Dalbar have been conducting a study to determine whether investors’ investment decisions impacts their investment performance. Unfortunately, it does. In a BIG way. As with every...

How International Do You Want to Be?

by Stacy Francis, CFP®, CDFAParis, London and Rome, here we come!Care to own a little of London or un petite peu de Paris? The relationship between international stocks and retirement savings is along the same lines at brie and French baguettes – you...