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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529 plans: What you should know when saving for your child’s education
May 24, 2018
Stacy Francis of Francis Financial and Douglas Boneparth of Bone Fide Wealth discuss changes to the 529 plans and saving for your child's...
Is the fiduciary rule dead? Here’s everything you need to know
May 22, 2018
After a U.S. Appeals Court ruled to vacate the Obama-era fiduciary rule, various states are now moving to create their own fiduciary rule,...
Stacy Francis: How to work with more divorced women
April 25, 2018
Divorce causes upheaval for men and women. How can a good adviser help? Stacy Francis offers some strategies to develop this niche.
Here’s how to maximize those retirement ‘sweet spot’ years
April 5, 2018
As you head into retirement, there’s a chance you also are entering a special time to do some serious tax planning.
Stacy Francis
February 7, 2018
In addition to being a leader in the financial planning and investment management industries, Stacy created a movement in which women no longer...
How to deal with market volatility if you’re nearing retirement
February 6, 2018
On Monday, investors had to pick their jaws off the ground after the Dow Jones Industrial Average dropped a whopping 1,175 points (its...
Myth: Men should manage the money.
October 25, 2017
The myth that men should manage the money is one that many women succumb to when they get married. This includes women who...
How Can I Earn Passive Income?
October 6, 2017
Q: What should I consider before building a passive income stream?
How to Manage Financial Matters Before Getting Married Late in Life
September 11, 2017
You need to discuss issues such as estate planning and Social Security benefits before you become older newlyweds.
Women, Wealth, and Divorce: Money Worries Keep Them Up at Night
August 9, 2017
Do you know what women fear most during a divorce? Money issues. Yes, worries about finances topped the list above concerns about their...
Why you shouldn’t toss those midyear fund reports in the trash
July 7, 2017
-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...
When Should You Start Saving For Retirement? How Women Can Get An Early Start On Financial Planning
May 14, 2017
Women, recent research showed, graduate with more debt, take longer to pay it off and receive less help from their parents when it...