Aired October 2, 2014
Ask the Advisor: “How should you be positioned for the long term? Well there is the old saying of don’t put all your eggs in just one basket, and that’s true also of your investment portfolio.”
Read MoreAired October 2, 2014
Ask the Advisor: “How should you be positioned for the long term? Well there is the old saying of don’t put all your eggs in just one basket, and that’s true also of your investment portfolio.”
Read MoreSeptember 21, 2014
“I admire the dedication and commitment of Elsa and her family,” says Avani Ramnani, a fee-only financial planner in New York City. The family needs income as well as a chance to rebuild their savings and future security, she says. In turn, it’s wise for Mr. Olivo to look for a job and Ms. Olivo to look for…”
Read MoreAired September 12, 2014
“Is the stock market safe? I’ll tell you “safe” is kind of a wildcard word. The answer is yes and no, and it really depends on your timeframe. If you’re a short-term investor, you probably shouldn’t be in the stock market right now. But if you’re a longer term investor, it’s a good place for you.”
Read MoreAired June 2, 2014
“The election of Nahrendra Modi, a pro-business politician, as India’s prime minister is being heralded as a mandate for change, says Avani Ramnani, director of financial planning and investment management at Francis Financial in New York City.”
Read MoreMarch 26, 2013
Providing wealth advice to clients involved in a divorce “is an exploding field,” Stacy Francis of Francis Financial tells InvestmentNews.
Read MoreFebruary 20, 2013
One client, a New York lawyer, expects a refund of around $50,000 because she overpaid her estimated taxes last year. She planned to use it to pay estimated taxes for 2013, Ms. Francis says, but the IRS said it won’t accept her Form 5695–for residential energy-tax credits–until the first week of March.
Read MoreOctober 11, 2009
Elissa Burton, a financial planner with Francis Financial in New York, suggests cutting down on paper use — and saving on ordering fees — by reducing the number of checks you write. Use a debit card for your purchases and pay bills online, instead.
Read MoreApril 7, 2009
“I think there’s a huge silver lining [to the financial crisis] because it’s an amazing opportunity to have a conversation with our children,” says Stacy Francis
Read MoreApril 6, 2009
Much has been written about the difficult choices now facing baby boomers whose investments have tanked on the eve of planned retirements.
But what about young families that are still growing as the economy is shrinking?
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