
“Power Lunch” discusses how to be financially stable in retirement with Stacy Francis, Francis Financial President and CEO.
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“Power Lunch” discusses how to be financially stable in retirement with Stacy Francis, Francis Financial President and CEO.
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Just like many teenagers, the markets have been moody and impulsive and has made split-second decisions based on emotions.
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Markets have been on a roller coaster ride the past few weeks. All this volatility is creating anxiety, for those concerned about their retirement savings. We ask Francis Financial President and CEO Stacy Francis what’s ahead in the new year and if you should think about making some moves with your nest egg.
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Avani Ramnani of Francis Financial joins ‘Power Lunch’ to share tax tips for investors as 2018 winds down.
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On this week’s edition of Bloomberg Finance, Peggy Collins and John Tucker speak with Avani Ramnani, financial planning director for Francis Financial, about how investing can be a lot like playing fantasy sports.
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Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Lisa Ambramowicz.
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On Monday, investors had to pick their jaws off the ground after the Dow Jones Industrial Average dropped a whopping 1,175 points (its worst one-day point drop on record), or 4.6%.
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-Review how much the fund is costing you.
-Check the holdings to make sure there are no surprises.
-Get info on managers: their outlook and possible changes in who is running the fund.

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