by Stacy Francis, CFP®, CDFA | Mar 28, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAs in any crowd, the noisy guys get most of the attention. In the money world, large capitalization (cap) stocks are always on investors’ minds because they’re so darn big.But a bunch of little stocks, known as the small caps,...
by Jillian Beirne | Jan 16, 2014 | Blog, Budgeting
by Jillian Beirne DaviToday’s article is about why budgets and diets don’t work. And how to manage the Holiday Hangover you might be feeling.When people decide they’re going to lose weight, or stick to a budget, or finally pay off their credit cards, typically they...
by Manisha Thakor | Dec 20, 2013 | Blog, Retirement
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
by Manisha Thakor | Nov 13, 2013 | Blog, Investing
by Manisha ThakorIf 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...
by Ann Wilson | Oct 29, 2013 | Blog, Investing
by Ann WilsonIt’s not the pot, it’s the ingredients that stink!“I don’t want to invest in the stock market. I’ve got an ISA/ Pension/ Superannuation/ Retirement Annuity/ 401K and it is doing terribly”.I get emails like this almost everyday and it makes me mad. Not at...
by Manisha Thakor | Oct 10, 2013 | Blog, Investing
by Manisha ThakorAs a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?”You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid...
