by Stacy Francis, CFP®, CDFA | May 26, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI am very intuitive, said a new client over raw food downtown yesterday. Thank goodness I can finally eat Sushi again. While I was pregnant this food was strictly off limits. Anyways, my client told me that she always listens to her gut...
by Stacy Francis, CFP®, CDFA | Apr 23, 2009 | Blog, Investing
Over the past couple of months, I’ve been blown away by the number of people who’ve decided that now is when they’re going to start saving – and, as a consequence, looked me up. I met with three just this morning! Unfortunately, no matter how much they want to, many...
by Stacy Francis, CFP®, CDFA | Apr 6, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhen I bought my son a Scion Tc, a client told me over mid-morning mochas the other day, I didn’t anticipate that my insurance bill would skyrocket. I suppose I sort of assumed it wouldn’t make that much of a difference.The key to staying...
by Savvy Ladies | Mar 20, 2009 | Blog, Debt Management, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies The conference I attended last week was a study in pessimism and negativity. I feel that right now, people are paying far too much attention to the negatives and far too little to the many wonderful aspects of the...
by Stacy Francis, CFP®, CDFA | Feb 27, 2009 | Blog, Investing, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhat a day! I met with a total of six different clients, updating their portfolios and helping them set financial goals for the new year. This is what I love the most about this time of the year: change is in the air, and people want to...
by Stacy Francis, CFP®, CDFA | Feb 23, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI was stunned to read in the newspaper this morning that it is now possible to secure a 30-year fixed mortgage at 4.5% (restrictions apply). This, of course, is wonderful news for anyone shopping for a home: we now have a real estate market...