Skip to content

Category Archives: Financial News

Market Predictions from the Chinese Zodiac

Financial News, Fun StuffBy Kristi SullivanFebruary 28, 2022

Thanks to my kind Qi Gong instructor, Dean Swerdlin, I am learning more about Chinese Zodiac symbolism.   For financial advisors, the first couple of months of each (Western) calendar year is filled with articles, webinars, and industry meetings about economic projections for the coming year.  Interesting, to be sure, and partially right at best.…

Annual Scary and Sweet Market Update

Financial NewsBy Kristi SullivanOctober 4, 2021

I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on September 13th) aren’t negative, just not up as high as the best performers.  My sage advice for acting on this data – don’t get used to it!   Here, with no particular…

Sweet and Scary Investments in 2020

Financial News, Personal FinanceBy Kristi SullivanOctober 19, 2020

There is an old saying that goes, “If you don’t hate at least one investment in your portfolio, you aren’t really diversified.”  It’s a clever reminder that not having your eggs in one basket means that some of your baskets will look really ratty while others are full of chocolate bunnies and decorated with bows. …

Are You Being CARES For?

Financial Education, Financial News, Personal FinanceBy Kristi SullivanApril 1, 2020

After the usual partisan haggling, Washington has presented citizens with the Coronavirus Aid, Relief, and Economic Security Act, cleverly known as CARES.*  What does it mean for you?  Here, as usual, are the very broad strokes of the Act that affect most people, along with my snarky comments. For more technical information, please read this…

What is Kristi Doing During This Downturn?

Financial NewsBy Kristi SullivanMarch 18, 2020

In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends.   Feeling #1: Discouraged. People in the money business invest in the same stock and bond markets as their…

Economic Crystal Ball: What I Think of Economic Forecasts

Financial Education, Financial News, Personal FinanceBy Kristi SullivanMarch 9, 2020

The first quarter rite of passage for financial advisers seems to be attending economic forecasts.  Yes, it is absolutely as fun as it sounds.  Zzzzzz.   I try to avoid these meetings because market forecasts are almost never right and not one is ever called to account for their not-rightness.  Like weather forecasting.  Also, I…

SECURE Act Follow Up – Focus on Inherited IRAs

Financial Education, Financial News, Retirement SavingsBy Kristi SullivanFebruary 26, 2020

An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs.  This has received a lot of press, so I guess a lot of people are worried about it.  Is it possible all the press the SECURE Act has received is making people worry? Hmmmm.…

valentines day

Annual Valentine’s Day Message

Financial News, Fun StuffBy Kristi SullivanFebruary 5, 2019

Ah, Valentine’s Day. Love it or hate it, it does come with some great candy. Here is a quick recap of Valentine’s Day related investments (as of January 28th) to get you thinking about how to incorporate holidays into your investment management plans.   Nestle (NSRGY), is down 1.26% for the past 12 months, but…

Environmental Investing

Environmental Investing: How Do I Invest in Global Warming?

Financial Education, Financial NewsBy Kristi SullivanApril 5, 2017

Ski season is over for the Sullivan family and it was a warm one.  It was still fun, but we were skiing on slush as early as February.  Not to get political, but this global warming debate is all fun and games until it interferes with my winter recreation. So, now it’s time to turn…

Social Security

Social Security and Numbers to Know in 2017

Financial News, Personal Finance, Retirement SavingsBy Kristi SullivanJanuary 18, 2017

Sorry, this is not like a fortune cookie where I reveal your lucky numbers (“Confucius says buy stocks on days 14, 28, 200, and 360 of the year.”).  Rather, here is a quick update on new retirement savings limits and other info you can use when planning your financial year.*  You are doing that right…

123
© 2022 Sullivan Financial Planning. Website designed by Be Digital Marketing Co. 

DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

Go to Top