Media

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.

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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...
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...