Media

Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you find these articles and video clips helpful, whether you want to learn more about investing or are going through divorce.

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Find out what your 401K costs, and how to make it work for you

American Road Trip!
August 13, 2014
August 13, 2014 Sunaina Mehra advises. “Pack light and only take the necessities. A camping tent, one duffle bag each and some great snacks...
Suddenly Single – Reinventing your bank account!
July 23, 2014
Streamed July 23, 2014 “I typically see 5 pit falls that unfortunately I see over and over again. The first one can be something...
Avani Ramnani on NBR, Dow 17K & Your Money
July 3, 2014
Aired on July 3, 2014 With the Dow at 17,000, two financial advisors offer investing tips for people ages 20 to 50. Avani Ramnani...
Stacy Francis on NBR, Women & Money
May 22, 2014
Aired May 22, 2014 "A new study shows that in the U.S. women are responsible for almost 40 percent of all investible assets."
When love won’t keep them together
May 11, 2014
If late-in-live divorce can happen to Captain & Tennille, surely it can — and will — happen to some of your baby boomer...
Stacy Francis on NBR, Mutual funds & startups
April 21, 2014
Aired April 21, 2014 "How do you feel about your mutual fund investing in Silicon Valley startups? Joining us to talk about the risks...
Don’t make these mistakes with your 401(k)
March 18, 2014
Aired March 18, 2014 For many people, most of their savings are tied up in their 401(k) where they think their money is safe...
How to plan for college and retirement
March 11, 2014
Aired March 11, 2014 A lot of parents want to know how to save for their child's college education while at the same time,...
Stacy Francis on CNBC, How to not outlive your money
February 21, 2014
Aired February 21, 2014 For many retirees their biggest fear is they'll run out of money during their retirement years. CNBC's Sharon Epperson gets...
Should I Cash Out My 401(k) to Pay Off Debt?
February 11, 2014
Stacy answered, "Although it’s certainly tempting to reach into your 401(k) as your unemployment insurance comes to an end, resist the urge to...
The 3 Top Money Tips for 2014
January 22, 2014
January 22, 2014 "The first piece of advice was offered by Francis, who said that the key is to be on "autopilot" when it...
Practical Skills: Money Management
January 14, 2014
January 2014 Issue "Time of transition are now the norm. Whether you are a recent law school graduate, a pink slip casualty, ready to...