Should You Be on the Field or On the Sidelines?

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...

Does Your Head Hurt? How To Choose a Mutual Fund?

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...

Asset Allocation Made Sexy. Where Should You Put Your Money?

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...

So You Think You Are a Stock Picker?

by Stacy Francis, CFP®, CDFAHere’s something that happens all the time to me: somebody will mention they’re thinking of buying a certain “hot” stock. The next question is if I think that’s a good idea? I always give them the same...

Financial Fitness for Newlyweds

Most newlyweds will feel like there’s never enough money and that’s why it’s important to understand your partner’s approach to money before tying the knot!

Mars and Venus – Women, Men and Money

by Stacy Francis, CFP®, CDFAMars may not be so far from Venus when it comes to money. According to a recent Redbook-SmartMoney Survey, most couples aren’t wasting time arguing over finances and they have few clashes over cash.One of the most revealing survey...

Does Gender Make a Difference?

by Stacy Francis, CFP®, CDFAWomen owned businesses experience greater success than those led by men, according to The Center for Women’s Leadership at Babson College.Increasingly women are playing a larger role in the leadership of family-owned businesses....

A Spring Makeover for Your Finances

Now that spring has officially sprung, it’s time to start thinking about how we can learn about cleaning out our money closet and find ways to spruce up savings!

Top Tips for Cleaning Up Your Credit

by Stacy Francis, CFP®, CDFAAccording to myFICO, it’s important to note that repairing bad credit is a bit like losing weight: It takes time, and there is no quick fix. In fact, out of all of the ways to improve a credit score, quick-fix efforts are the most...

Spring Cleaning Your Financial Closet

by Stacy Francis, CFP®, CDFASpring is a time of renewal, which means there’s no better time than now to dust off your personal budget, dig the change out from under your sofa, and clean the cobwebs off your savings plan.So how do you get started?Begin by...