Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you enjoy our
most recent media hits below.

You can also browse through the complete archive here >

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

Back to work – in retirement
April 28, 2015
Here’s how you should think about working after you retire in the third installment of our 12-part series. ▲ Hide Transcript ▶ View Transcript -- of...
Forget Facebook and Twitter, kids —start thinking about investing!
April 28, 2015
Today's generation of kids has been labeled the "me, me, me" generation. Let's face it: Today's technology fosters a culture of narcissism. Our digital...
What About Road Trips?
April 28, 2015
Some of the best road trips with my family and friends were spent listening to NOW CD’s or some modern Bollywood music. We...
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,...