Stacy Francis, President and CEO of Francis Financial was quoted by The Wall Street Journal on the trending phenomenon of ‘girl math’ that has swept the masses.
Read MoreAvani Ramnani, Partner and Managing Director of Francis Financial emphasizes the significance of being mindful of the cash you store at home.
Read MoreInvestment advisers appear generally enthusiastic about a revived effort to eliminate the “gibberish” from disclosure forms.
The Securities and Exchange Commission recently decided to revisit making some disclosure forms more reader-friendly. While the new forms would entail some new burdens on advisers, the SEC’s move is drawing enthusiasm from some professionals.
Read MoreWhy should financial advisors care about interior design? Because it’s an extension of their brand. Dow Jones Newswires’ Rachel Solomon speaks to financial adviser Stacey Francis, and gets some tips from interior designer Heather Higgins.
Read MoreThere has been no shortage of red flags: sluggish demand for exports, frothy real-estate prices and economic forecasts of a so-called hard landing. So why are some investors making the surprising—and seemingly risky—move of upping their bets on China?
Despite the scary headlines coming out of the world’s second-biggest economy, U.S. fund managers have invested $2.5 billion in Chinese stocks this year, following outflows of $2.6 billion in 2011, reports research firm EPFR Global. Meanwhile, international and global equity funds bumped their stakes in China and Hong Kong to 4.4% in the first quarter, on average, from 4% a year earlier, according to data from Lipper Inc.
Read MoreMany taxpayers who banked on early refunds from the Internal Revenue Service this year won’t see that money quite as soon as they wanted.
Read MoreFinancial advisers are joining the exodus from Pacific Investment Management Co. funds in the wake of co-founder Bill Gross’s abrupt departure last month.
Read MoreAired October 8, 2014
Ask the Advisor: “Bonds are basically yielding nothing… You obviously need bonds in your portfolio. What you need to be first concerned about is interest rate risks. When interest rates go up the prices of bonds, they go down and that’s a fancy way of saying you’re going to lose money on your bond position.”
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