The markets may continue to climb for a while before they reverse direction, but a retraction from their current highs is inevitable. Novice investors who are chasing returns may get caught in the wake of the correction when it happens. Many financial advisors are now moving their clients into defensive positions using derivatives or other…
This time of year we celebrate our dearly departed by dressing up like gorillas and gorging on our kids’ hard won Halloween candy. But what happens when you actually pass on to the other side? Have you given thought to your send-off? Jamie Sarche, Director of Outreach and Pre-arranged Funeral Planning at Feldman Mortuary …
The Question: Do earnings drive stock prices? We end with a quote that best summarizes our current views on this topic. It’s from Kristi Sullivan, the owner of Sullivan Financial Planning: Click Here
I recently received a question from someone who wishes to remain anonymous: he and his wife are considering separating and he was wondering about his next step financially – specifically about relocating and what his options are. Divorce is an unsettling time and one of the biggest concerns is where to live. And this…
Think you can wait until December 31st to do tax planning for 2016? Think again! Starting your tax to-do’s earlier in the year makes life easier for your CPA, financial advisor, AND you. Thanks so much to Elizabeth Moore, CPA and Partner at Ryan, Gunsauls & O’Donnell, LLC (http://www.rgo-cpa.com) for these top 5 actions…
Thank you, Financial Advisor, for quoting me in this article about peer-to-peer lending! Peer-to-peer lending may serve advisors’ clients on two fronts, experts say. Wealthy clients looking for a high-yield alternative to traditional bonds can invest in funds that pool loans to small-business owners. Meanwhile, business-owner clients who might be having trouble getting a bank…
People often ask, “Kristi, how do I look fabulous while keeping my financial goals on track?” Okay, that never really happens, but it’s a fun blog topic! Here are some fashion on a budget tips from my friend and professional image consultant, Dana Lynch (www.elementsofimage.com). Q: What are fashion purchases that should be avoided…
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…
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…
Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it. Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by using the word “you” in the subject lines and titles…. (Click here for more.)
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