por Stacy Francis, CFP®, CDFA | Ene 15, 2026 | Blog, Invertir
Adapted from articles by Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®. Most portfolios don’t go off track because of one bad decision, they drift over time. Markets move, life changes, and what once felt like the “right mix” can quietly become...
por Stacy Francis, CFP®, CDFA | Ene 6, 2026 | Blog, Invertir
Stacy Francis, CFP®, CDFA La gente suele preguntarme: “¿Debería comprar estas acciones de las que he oído hablar?”. La respuesta sincera de un buen planificador suele ser: “No lo sé”. Que comprar unas acciones concretas sea una buena idea depende de: ¿Son las únicas acciones que vas a tener o son unas más? ¿Cómo...
por Stacy Francis, CFP®, CDFA | Ene 6, 2026 | Blog, Invertir
Adaptado de artículos de Stacy Francis, CFP®, CDFA®, y Manisha Thakor, MBA, CFA, CFP®. Índice: Introducción: ¿Qué significa realmente “crear riqueza”? 1. Prepararse para invertir 2. Comprender el riesgo, el rendimiento y la inflación 3. Asignación de activos y...
por Stacy Francis, CFP®, CDFA | Oct 15, 2025 | Blog, Invertir
By Stacy Francis, CFP®, CDFA When your account balance drops, it can feel personal, like you “did something wrong.” But market downturns are part of investing. The real question isn’t whether your portfolio ever turns red. It’s what you do next. In volatile moments,...
por Stacy Francis, CFP®, CDFA | Oct 3, 2025 | Blog, Invertir
By Stacy Francis, CFP®, CDFA Understanding where your investments are and how they behave is one of the most empowering steps you can take toward financial confidence. It helps you assess your risk, cost, and whether your portfolio still matches your goals. Mutual...
por Manisha Thakor | Nov 13, 2023 | Blog, Invertir
by Manisha Thakor If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to...
