by Stacy Francis, CFP®, CDFA | Jan 15, 2026 | Blog, Investing
Adapted from articles by Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®. Most portfolios don’t go off track because of one bad decision, they drift over time. Markets move, life changes, and what once felt like the “right mix” can quietly become...
by Stacy Francis, CFP®, CDFA | Jan 6, 2026 | Blog, Investing
Stacy Francis, CFP®, CDFA People often ask me, “Should I buy this stock I heard about?” A good planner’s honest answer is usually: “I don’t know.” Whether buying a particular stock is a good idea depends on: Is it the only stock you’ll own or one of many? How...
by Stacy Francis, CFP®, CDFA | Jan 6, 2026 | Blog, Investing
Adapted from articles by Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®. Table of Contents: Introduction: What Does It Really Mean to “Create Wealth”? 1. Getting Ready to Invest 2. Understanding Risk, Return, and Inflation 3. Asset Allocation and...
by Stacy Francis, CFP®, CDFA | Oct 15, 2025 | Blog, Investing
By Stacy Francis, CFP®, CDFA When your account balance drops, it can feel personal, like you “did something wrong.” But market downturns are part of investing. The real question isn’t whether your portfolio ever turns red. It’s what you do next. In volatile moments,...
by Stacy Francis, CFP®, CDFA | Oct 3, 2025 | Blog, Investing
By Stacy Francis, CFP®, CDFA Understanding where your investments are and how they behave is one of the most empowering steps you can take toward financial confidence. It helps you assess your risk, cost, and whether your portfolio still matches your goals. Mutual...
by Manisha Thakor | Nov 13, 2023 | Blog, Investing
by Manisha Thakor If 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...
