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The iPod Issue: How Much Can -and Should- You Spend on Your Children?

by Stacy Francis, CFP®, CDFA | Nov 5, 2008 | Blog, Family Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI took the subway uptown today, to meet a colleague at a favorite lunch place. Turns out, the subway I was in also had twenty-something ten-year-olds, on a field trip coming back from the New York Stock Exchange. As Sebastian is only three,...

Should You Do Your Own Taxes?

by Stacy Francis, CFP®, CDFA | Nov 4, 2008 | Blog, Budgeting, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAMy college friend was red-faced and bursting with anger when we met for after-work cocktails the other day. She arrived straight out of a meeting with her tax accountant, who had failed yet again to get her the tax refund so many people...

Credit Card Overwhelmed: Notes on Debt Consolidation

by Stacy Francis, CFP®, CDFA | Nov 3, 2008 | Blog, Debt Management, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFA“My credit cards are driving me insane,” a friend complained to me over mochas (bought with cash) yesterday morning. “It’s like I can’t stop thinking about how much debt I’m in, because the minute I’ve sent off one minimum payment, I get a...

Top Financial Fears

by Stacy Francis, CFP®, CDFA | Oct 31, 2008 | Blog, Health & Wealth, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAThis weekend, my family and I decided to go for a picnic in the park. So we filled a basket with Dean & Deluca foods and headed outside our door to Battery Park. There, the smell of grass, the sun, and the majestic beauty of the skyline...

Selecting Your Stocks: Technical Analysis

by Stacy Francis, CFP®, CDFA | Oct 27, 2008 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAIn the last entry, an email I received inspired a discussion about fundamental stock analysis. This entry covers its counterpart, technical analysis.According to technical analysis, value is truly in the eyes of the beholder. Rather than...

Selecting Your Stocks: Fundamental Analysis

by Stacy Francis, CFP®, CDFA | Oct 24, 2008 | Blog, Investing, Stacy $avvy Advice

I got an email from a client this morning, raving about this exceptional new stock everyone was talking about. It had already tripled since going public, and all the charts looked amazing.Curious, of course, I went online to do some research. The company was in the...
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