by Stacy Francis, CFP®, CDFA | Jun 13, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAHere’s something that happens all the time to me: somebody will mention they’re thinking of buying a certain “hot” stock. The next question is if I think that’s a good idea? I always give them the same answer – I...
by Stacy Francis, CFP®, CDFA | Apr 18, 2014 | Blog, Investing, KB-During, Personal Growth, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA With all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump...
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 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...
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