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First Step Toward Achieving Retirement Goals: Correcting Investment Mistakes

by Elliot Raphaelson | Jul 9, 2012 | Blog, Investing, Retirement

by Elliot RaphaelsonEven “expert” traders make mistakes.You shouldn’t expect every investment decision you make to be perfect. And when you are wrong, it’s best to recognize it and change course. You will be in good company. Even successful...

The Four Most Dangerous Words To Your Portfolio

by Manisha Thakor | Apr 15, 2011 | Blog, Investing

by Manisha Thakor How Should I Invest? As we head into the New Year, media outlets ranging from CNBC to The Washington Post are full of financial commentary addressing this question. On the surface it seems like a logical query. But if you were getting ready to go...
How to Protect your Portfolio Through Life’s Ups and Downs

How to Protect your Portfolio Through Life’s Ups and Downs

by Susan Hirshman | Oct 25, 2010 | Blog, Investing

by Susan Hirshman Risks to Your Financial Portfolio The most common response to the question “What are the biggest risks to your financial portfolio?” usually has something to do with market volatility – i.e. the up and down movements of the stock market. Would your...

Big Money VS Little Money

by Stacy Francis, CFP®, CDFA | Oct 19, 2010 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAThere is always that friend that makes a little bit more than you or maybe you’re the one who makes more. Regardless, once in a while that feeling of awkwardness arises when it comes time to paying the check or deciding where to go for the...
3 Reasons To Take Your Online Banking Relationship To The Next Level

3 Reasons To Take Your Online Banking Relationship To The Next Level

by Manisha Thakor | Oct 4, 2010 | KB-Financial Tips, Blog, Budgeting, Investing

by ManishaThakor How Banking Online Can Make Bill Paying Easier Are you banking online?  A recent survey says 80 percent of U.S. online households are. However, if you’re limiting your online account management to checking your balance or reviewing past transactions,...
5 Things You Should Know Before You Buy a Stock or Fund

5 Things You Should Know Before You Buy a Stock or Fund

by Stacy Francis, CFP®, CDFA | Jun 23, 2009 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies Are you considering buying a stock or fund? A friend of mine is an aspiring author and eventually wants to leave her corporate job. Over bouillabaisse and freshly baked baguettes the other night, she announced that...
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