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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Practice Skills: Money Management
April 28, 2015
Times of transition are now the norm. w hether you are a recent law school graduate, a pink slip casualty, ready to reenter the workforce or an...
Suddenly Single: Reinventing your bank account!
April 28, 2015
Suddenly Single- Reinventing your Bank Account" with Stacy Francis, a Certified Divorce Financial Analyst (CDFA)
Student Loan Debt Repayment Options
April 28, 2015
Our family is suffering from my husband's overwhelming student loan debt. He took out a loan for graduate school, and when there were...
Ask an Advisor: How Should I Invest My Divorce Settlement?
April 28, 2015
Both my lawyer and CDFA advised me to take a lump sum divorce settlement that came from the sale of a rental home...
Are you a stock or a bond in life
April 28, 2015
Effective investment management for individual investors requires proper diversification of assets to manage risk and maximize the likelihood of funding their goals. The...
Prepare for your Health Care Future
April 28, 2015
Many of America's baby boomers are gearing up for retirement, banking on Social Security, 401(k) plans and their home equity to keep...
Grounds for Concern at PIMCO
April 28, 2015
Stacy Francis, Francis Financials president and CEO, and Tim Maurer, Bam Alliance, discuss grounds for concern at Pimco.
Retirement Risk
April 28, 2015
So you're 50. It's a lot better than you feared. It's better still if you're ready to get serious about your retirement savings. Indeed,...
Guest Column on CNBC
April 28, 2015
As engaged couples get caught up in the excitement of upcoming wedding bells, financial topics may not rank as high on the to-do...
Financial Advisors Roundtable at CNBC
April 28, 2015
When it comes to Your Money, Your Future, some of the best money advice is the most simple. Three top financial advisors shared the...
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...