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  • Welcome
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    • In the Media
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  • Financial Calculators

Daily Archives: October 4, 2016

How Does the Election Affect Your Portfolio?

Financial Education, Financial News, In the News, Personal FinanceBy Kristi SullivanOctober 4, 2016Leave a comment

Well, another Election Day is coming up and I am thrilled.  Why?  Is it because I am SO excited about the two potential candidates that I can’t wait to cast my vote?  Not exactly.   The benefit of Election Day to all investment advisers is that hopefully for the next 3 ½ years we can…

Financial Planner

Kristi’s Quotes: Ever thought about PARTNERING with your competitors?

Kristi's QuotesBy Kristi SullivanOctober 4, 2016Leave a comment

In this article in LifeHealthPro.com, Kristi talks about the benefits of collaborating with the competition:   Strategic Alliances have proven so successful for Sullivan that she has made pursuing them a priority. Prominent on the home page of her firm’s website is an invitation that reads, “I’ll partner with money managers to create financial plans…

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