by Stacy Francis, CFP®, CDFA | Apr 18, 2014 | Blog, Investing, KB-During, Personal Growth, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA With all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump...
by Stacy Francis, CFP®, CDFA | Apr 4, 2014 | Blog, Divorce, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAre you still looking for your knight in shining armor? Or have you already found him? Either way you have your work cut out for you when it comes to finances!$ More than 50 percent of all marriages fail.$ After a divorce, the average woman...
by Stacy Francis, CFP®, CDFA | Mar 28, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAs in any crowd, the noisy guys get most of the attention. In the money world, large capitalization (cap) stocks are always on investors’ minds because they’re so darn big.But a bunch of little stocks, known as the small caps,...
by Manisha Thakor | Dec 20, 2013 | Blog, Retirement
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
by Manisha Thakor | Nov 13, 2013 | Blog, Investing
by Manisha ThakorIf the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to...
by Ann Wilson | Oct 29, 2013 | Blog, Investing
by Ann WilsonIt’s not the pot, it’s the ingredients that stink!“I don’t want to invest in the stock market. I’ve got an ISA/ Pension/ Superannuation/ Retirement Annuity/ 401K and it is doing terribly”.I get emails like this almost everyday and it makes me mad. Not at...
