by Stacy Francis, CFP®, CDFA | Sep 8, 2014 | Blog, Investing, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Aug 29, 2014 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFANow that Labor Day is right around the corner you might be planning to spend that weekend relaxing at some oh-so-swanky resort in the Hamptons or that cute mountain hideaway in the Poconos. But have you ever really thought about why we...
by Stacy Francis, CFP®, CDFA | Aug 18, 2014 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIf you don’t have an emergency fund, it’s time to get serious about building one.The purpose of the fund is to sock away a minimum of three to six months’ living expenses. But this money could also be used when...
by Stacy Francis, CFP®, CDFA | Aug 4, 2014 | Blog, Investing, Stacy $avvy Advice
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 year’s study so...
by Stacy Francis, CFP®, CDFA | Jul 28, 2014 | Blog, Retirement, Stacy $avvy Advice
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 ways...
by Stacy Francis, CFP®, CDFA | Jul 14, 2014 | Blog, Debt Management, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIt’s halfway through the year and it’s time to make some changes. So what’s it to be? If you are REALLY serious about saving money and are willing to make a few changes in your spending habits, then read on.1. Set goals and have fun The key...
