por Stacy Francis, CFP®, CDFA | Jun 23, 2009 | Blog, Invertir, Stacy 1TP4Consejo de experto
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies Are you considering buying a stock or fund? A friend of mine is an aspiring author and eventually wants to leave her corporate job. Over bouillabaisse and freshly baked baguettes the other night, she announced that...
por Stacy Francis, CFP®, CDFA | May 26, 2009 | Blog, Invertir, Stacy 1TP4Consejo de experto
by Stacy Francis, CFP®, CDFAI am very intuitive, said a new client over raw food downtown yesterday. Thank goodness I can finally eat Sushi again. While I was pregnant this food was strictly off limits. Anyways, my client told me that she always listens to her gut...
por Stacy Francis, CFP®, CDFA | Abr 23, 2009 | Blog, Invertir
Over the past couple of months, I’ve been blown away by the number of people who’ve decided that now is when they’re going to start saving – and, as a consequence, looked me up. I met with three just this morning! Unfortunately, no matter how much they want to, many...
por Stacy Francis, CFP®, CDFA | Abr 6, 2009 | Blog, Invertir, Stacy 1TP4Consejo de experto
by Stacy Francis, CFP®, CDFAWhen I bought my son a Scion Tc, a client told me over mid-morning mochas the other day, I didn’t anticipate that my insurance bill would skyrocket. I suppose I sort of assumed it wouldn’t make that much of a difference.The key to staying...
por Señoras inteligentes | Mar 20, 2009 | Blog, Gestión de la deuda, Invertir, Stacy 1TP4Consejo de experto
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies The conference I attended last week was a study in pessimism and negativity. I feel that right now, people are paying far too much attention to the negatives and far too little to the many wonderful aspects of the...
por Stacy Francis, CFP®, CDFA | Feb 27, 2009 | Blog, Invertir, Jubilación, Stacy 1TP4Consejo de experto
by Stacy Francis, CFP®, CDFAWhat a day! I met with a total of six different clients, updating their portfolios and helping them set financial goals for the new year. This is what I love the most about this time of the year: change is in the air, and people want to...
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