What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
Understanding the Business You’re Investing in – or Hiring Someone Who Does
by Stacy Francis, CFP®, CDFAFlipping channels last night, I came across one of those corporate ads that are so vague and nondescript it had even me scratching my forehead, wondering what the company in question really did. Because the thing is, while some businesses...
How to Benefit from Currency Fluctuations
by Stacy Francis, CFP®, CDFAWalking from my office to my favorite lunch spot today, I heard four different languages spoken. The cameras, backpacks and maps made it difficult to take the people for immigrants – rather, I gather they were a few out of the countless...
Opportunity Cost
by Stacy Francis, CFP®, CDFAStrolling through Tribeca, New York this weekend, I stumbled upon a gorgeous cashmere sweater at a designer sample sale. It fit me perfectly; the only problem was that it was a still little on the expensive side, and I loved it in black and...
Buy Low, Sell High – A Hard Concept to Follow
by Stacy Francis, CFP®, CDFAA friend of mine called the other day to tell me about this “miracle fund” she’d been watching. Despite the markets, it had climbed almost 40% over the past five months. I have to have this fund, she said. Could I get her some?Well, I told...
The Financing Trap
by Stacy Francis, CFP®, CDFASomeone told me the other day that whenever an American scores a 5% raise, he or she immediately ups spending with 10%. Crazy, you may say, but the thing is, our society is built around exactly this sort of behavior. It doesn’t actually...
Why Investments Are Nothing Like Husbands
by Stacy Francis, CFP®, CDFAWith Sex and the City: The Movie hitting cinemas and everyone dying to see Carrie in her wedding dress, I became aware of yet another reason I love financial planning. Ready?One of the greatest things with investing is that it’s nothing...
When to Give Up on an Investment
by Stacy Francis, CFP®, CDFAI had an interesting conversation with a client the other day.I don’t feel good about this certain fund, she told me, in a market like todays.So let’s sell it, I advised her. Buy something you feel better about – or if you are really...
Investing in Different Countries
by Stacy Francis, CFP®, CDFAWith China recovering from a devastating earth quake, and Burma still receiving aid to fix the damage from the enormous cyclone that hit the country recently, it is easy to pass “overseas” off as a scary place where you could lose your...
Pet Healthcare and Insurance
by Stacy Francis, CFP®, CDFALast week, I spent a long afternoon in the animal hospital with my cat. The good news is that Sunshine is doing just fine – the bad news is the bill - almost $700. Most people who – like me – love their pets to death have considered...
Reverse Mortgages
by Stacy Francis, CFP®, CDFAI had lunch with a friend today, who works with mortgages. She said that while for obvious reasons, not that many people are signing up for conventional house loans at this time, many are inquiring about so-called reverse mortgages. For...
The Free Way to Clean Up Your Credit Report
by Stacy Francis, CFP®, CDFAA client complained to me the other day about how she had spent months trying to have a certain entry removed from her credit report. It was a misunderstanding from the beginning, it didn’t belong there, and because companies use credit...
The Concept Time Value of Money
by Stacy Francis, CFP®, CDFAI came across an interesting article in the newspaper this morning. Did you know that in many Muslim countries, it is illegal to charge interest when lending someone money? This got me thinking about the concept time value of money – in a...
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