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.

Investing 101

by Stacy Francis, CFP®, CDFAIf you're a novice investor -- or you're looking to brush up on a specific investing concept -- this is the article for you. Savvy investing requires knowledge of several key financial concepts as well as an understanding of your personal...

Stop Flirting With Disaster

by Stacy Francis, CFP®, CDFANobody likes (or needs) to spend much time thinking about a possible future disaster. But sometimes an ounce of prevention is worth a lot more than a pound of cure. Losing precious documents to disasters such as theft, fire, earthquake or...

Will Millions Make You Happier?

by Stacy Francis, CFP®, CDFAYou've heard it ad infinitum, "Money can't buy happiness." Now there's scientific data to give the old saw new teeth.University of Southern California economist Richard Easterlin surveyed 1,500 people over nearly three decades to see what...

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 about the...

Catch Up with Your Cash

Are you trying to make up for lost time with your savings? Here are a couple strategies that can help you get back on track and get money working for you!

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 year’s study so...

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