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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Bypass ‘divorce month’ by getting honest about money
April 27, 2015
January is "divorce month." Yes, that's right. There is roughly a one-third increase in divorce filings in January. The reason for this large...
What to Do with Your Fixed Income Investments
October 8, 2014
Aired October 8, 2014 Ask the Advisor: "Bonds are basically yielding nothing... You obviously need bonds in your portfolio. What you need to be...
How to Position your Portfolio for the Long-Term
October 2, 2014
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...
Ask the Advisor: Is the Stock Market Safe?
September 12, 2014
Aired September 12, 2014 "Is the stock market safe? I'll tell you "safe" is kind of a wildcard word. The answer is yes and...
Whip Your Budget Into Shape This Fall
September 11, 2014
September 11, 2014 "Even though we, as planners, often encourage clients to plan ahead, when it comes to shopping for kids’ clothes and shoes,...
How to whip your fall budget into shape
August 26, 2014
August 26, 2014 "Avani Ramnani, CFP® at Francis Financial Inc., New York City: I've got young kids, so I know back-to-school time can get...
Shop smart for the season — and reap tax benefits
August 19, 2014
August 19, 2014 "Avani Ramnani, CFP® at Francis Financial Inc., New York City: But instead of tossing these items or giving them to friends,...
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...