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...

Stop Flirting With Disaster

by Stacy Francis, CFP®, CDFANobody likes (or needs) to spend much time thinking about a possible future disaster. But sometimes an ounce of prevention is worth a lot more than a pound of cure. Losing precious documents to disasters such as theft, fire, earthquake...

Will Millions Make You Happier?

by Stacy Francis, CFP®, CDFAYou’ve heard it ad infinitum, “Money can’t buy happiness.” Now there’s scientific data to give the old saw new teeth.University of Southern California economist Richard Easterlin surveyed 1,500 people over...
Buying a Home When You’re Female and Single

Buying a Home When You’re Female and Single

by Stacy Francis, CFP®, CDFAAre you thinking about buying a home? Here’s some expert adviceA lovely little house with a white picket fence and a husband to buy it for her used to be the average little girl’s fantasy, or so goes the stereotype. But...

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...