by Stacy Francis, CFP®, CDFA | Jun 24, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhen the market is in transition, it’s tough to decide whether to be in the game or on the sidelines. In order to know the answer to this question what we really need is a crystal ball. Since neither you nor I have access to a crystal...
by Stacy Francis, CFP®, CDFA | Jun 20, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAThere are so many different kinds of mutual funds, does your head hurt? How do you pick one that’s going to make you a ton of money? There are now funds that specialize in so many different parts of the world and so many industry...
by Stacy Francis, CFP®, CDFA | Jun 17, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAchieving a secure financial future has less to do with picking the right stock or mutual fund and more to do with the method in which you divide or diversify your investments. Studies show that asset allocation will account for about 90%...
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 | 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 | 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...
