IN THE NEWS

7 Smart Ways to Work With Next-Gen Clients

7 Smart Ways to Work With Next-Gen Clients

Financial Planning Magazine / January 1, 2014

“Safran encourages the young person to be financially aware.  For example, Safran might offer teens a different way of thinking about the oft-condemned "$4 coffee." A fancy latte might not make financial sense in a takeout container, she suggests, but if the purchase establishes a place to chat for an hour with friends, "consider it the price of entertainment."

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Advisors Know When to Talk to Clients about Overspending

Advisors Know When to Talk to Clients about Overspending

CNBC / November 8th, 2013

“Erika Safran, founder of Safran Wealth Advisors, said she's had the most success in changing behavior by being compassionate and understanding a client's motivations. Safran, a certified financial planner, tells the story of a 60-something couple”

 

Is 2013 a 2008 moment for bond investors

Is 2013 a 2008 moment for bond investors

Investment News / July 15th, 2013

“The conservative investor is being punished,” said Ms. Safran, principal at Safran Wealth Advisors LLC. “They've never had an event like this,” she said.

 

Midyear tweaks to your retirement plan

Midyear tweaks to your retirement plan

Wall Street Journal / July 6th, 2013

“If you have not already done so, review the duration of your bond funds and reduce your interest-rate risk by reducing duration. It’s time to evaluate diversified multisector/strategic income, and unconstrained bond funds. These funds find opportunities unrelated to interest or maturity, Safran said.”

 

Investing Strategy: Individual Premium Bonds

Investing Strategy: Individual Premium Bonds

Financial Planning Magazine / June 1, 2013

“Erika Safran, head of a wealth advisory firm in New York, says "a quick run of the numbers" can offer clarity when discussing premium bonds with clients.”

 

Banning Guns from a Portfolio

Banning Guns from a Portfolio

Financial Planning Magazine / February 14, 2013

“As she does at the end of each year, Erika Safran of New York-based Safran Wealth Advisors reaches out to clients to discuss how their investments are doing and whether they’re meeting their financial goals”

 

Try 'limit orders' to tame stock market swings?

Try 'limit orders' to tame stock market swings?

Yahoo Finance / November 14, 2012

“Anytime a particular stock trades at a relatively low volume, setting a limit order guarantees you don't buy above or sell below your specified price, says Erika Safran, founder of Safran Wealth Advisors LLC in New York. And even with high-volume trading stocks, if you're determined to execute your order at a certain price, limit orders are essential.”

 

Does QE3 Matter to You or the Economy?

Does QE3 Matter to You or the Economy?

October 02, 2012

On September 13, Federal Reserve Chairman Ben Bernanke announced that the Fed would undertake a new program to stimulate the U.S. economy--and the move was immediately dubbed "QE3" by pundits and columnists. But what, exactly, is it, and how is QE3 likely to affect you and the rest of us?

 

6 Steps to Dig Out of Debt

6 Steps to Dig Out of Debt

US News and World Report / Dec 2011

"Be kind to yourself," advises ErikaSafran, she encourages clients to sock away savings while paying down debt. NFCC Vice President of Membership and Public Relations Gail Cunningham agrees.”

 

Double Pays

Double Pays

By Donald Jay Korn, September 1, 2011

An ever-expanding roster of total return funds take different paths towards their goals of cash flow and asset growth.

 

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