Do You Know Where Your Investments Are?

by Stacy Francis, CFP®, CDFAA survey of those who own mutual funds found about 40 per cent didn’t know the names of the funds they bought. Even if you are a pro when it comes to rattling off the latest mutual fund you purchased, you still may not have a clue...

Savvy Ladies Celebrates Labor Day

Labor Day is dedicated to the social and economic achievements of American workers. It’s the perfect time to make sure your company and country are paying their dues to you.

An Emergency Fund: Your First Line Of Defense

If you don’t have an emergency fund, it’s time to get serious about building one. An energency fund helps you to sock away money that you might need for a rainy day.

How Smart Investors Blow It

by Stacy Francis, CFP®, CDFAGoing back to the early 2000s, our friends at Dalbar have been conducting a study to determine whether investors’ investment decisions impacts their investment performance. Unfortunately, it does. In a BIG way. As with every...

Top IRA Trouble Spots

by Stacy Francis, CFP®, CDFAIndividual Retirement Accounts (IRAs) now hold more assets than any other retirement savings vehicles, but many people do not understand how they work and many IRA owners make critical mistakes that can cost them money. Here are some...

Making Money a Family Affair

Make saving a habit not only for you, but for every member of the family including children. Check out these fantastic money-saving products for your child.

How International Do You Want to Be?

by Stacy Francis, CFP®, CDFAParis, London and Rome, here we come!Care to own a little of London or un petite peu de Paris? The relationship between international stocks and retirement savings is along the same lines at brie and French baguettes – you...

Overreacting to the Market

by Stacy Francis, CFP®, CDFAIf you are developing a nervous twitch lately it may be a sign that you are a market over-reactor. While there will always be an economist that preaches doom and gloom, be assured that while the economy may have slowed, it hasn’t...