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.

You can also browse through the complete archive here >

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Don’t avoid ‘taboo’ topics at the turkey table
November 26, 2013
November 26, 2013 "'The biggest taboo topic is often who are you going to leave your money to—that's one of the reasons many people...
Stay away from Twitter, advisors say in survey
November 6, 2013
November 6, 2013 "'Stay away from Twitter stock" is the message to clients from a group of select financial advisors polled by CNBC. The...
Stacy Francis Joins CNBC Digital Financial Advisor Counsil
October 17, 2013
October 17, 2013 "To help investors and financial investors better understand this complicated landscape, CNBC Digital has brought together 20 of the nation's leading...
5 Love Lessons for Nieces on Valentine’s Day
February 12, 2013
February 2013 by Maelis Mittig In the spirit of the holiday, it’s only reasonable that we explore relationships, or as my friend Austin would say,...
Top Resume Tips to Share with Nieces and Nephews
January 30, 2013
January 2013 by Maelis Mittig As professionals, we can help them on this journey and educate them on the best practices in their job search....
Nieces, Know Your Worth and Stay True to Self
December 19, 2012
December 2012 by Maelis Mittig What can I do to help them dream big without being discouraged by social norms? The ultimate lesson we can...
Help Desk: Make up for lost time with investments
October 23, 2012
Aired October 23, 2012 Stacy Francis answers the question, "How do you make up for lost time with investments?"
5 Networking Lessons for Nieces and Nephews
October 23, 2012
November 2012 by Maelis Mittig As Savvy Aunties, we’re often wondering what piece of advice will bring the most value to our nieces’ and nephews’...
Help Desk: Investment options for a 401(k)?
October 22, 2012
Aired October 22, 2012 Stacy Francis answers the question, "Are there any investment options for my 401(k)?"
4 Tips for Saving Their Summer Earnings
September 4, 2012
September 2012 by Maelis Mittig As your nieces and nephews get ready to start the new school year, be sure to send them off with...
What Does a Divorce Financial Planner Bring to the Table?
July 18, 2012
July 2012 The recent drawn-out recession is only making things worse as two households struggle to survive on the same dollars that used to...
Help Desk: Getting a New Credit Card
May 30, 2012
Aired May 30, 2012 Stacy Francis answers the viewer question, "I'm thinking about getting a credit card to help build my credit score....