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Three Tips in Three Words for When the Stock Market Drops

Investment Education, Personal FinanceBy Kristi SullivanMay 10, 2021

When is the best time to plan for a stock market dip?  When the stock market is going up.  No fancy language today!  Just three easy reminders of what to do when you see your account balance take a big hit.   Don’t Do Anything Buy More Stocks Call Your Advisor   Repeat that 9-word…

Three Ideas for Charitable Gifting

Financial Education, Personal FinanceBy Kristi SullivanApril 26, 2021

The bad news is, well, there is a lot of bad news.  The good news is that when there is a lot of bad news, Americans can be counted on to step up and help each other.   Our intentions are good, but are we gifting the best way?  Sure, I’ll whip out the credit…

Can’t My Savings Make More Money?

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanApril 19, 2021

Ultra-low interest rates present a dilemma:  Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income.   Unfortunately, if you need your money within 1-2 years to spend, there’s not much I can suggest.  No growth is the…

Do It Yourself or Pay for White Glove Treatment?

Investment Education, Personal FinanceBy Kristi SullivanFebruary 22, 2021

When opening your own investment accounts, you have a choice between two major types of companies:  Full Service or Discount Brokerage.  Which is right for you?   Full Service brokerage, like full service anything, will generally cost you more, but with the promise of more personalized attention.  Things like trading, money management, and investment choices…

If I Made Candy Hearts

Fun Stuff, Personal FinanceBy Kristi SullivanFebruary 8, 2021

Ask any of my husbands, romance is not a core strength of mine.  On the other hand, I am great at eating Valentine’s candy.  It got me thinking, how can I combine my love of giving financial advice with the upcoming Hallmark holiday?  Short, sweet advice in three words or less on candy hearts?  Yes!…

WTF (What the Finance) is a REIT Fund?

Financial Education, Personal Finance, UncategorizedBy Kristi SullivanJanuary 25, 2021

A distinct memory I have from the old Fidelity days was being visited by the fund manager who oversaw the Fidelity Real Estate Investment Portfolio.  The interaction took place not long after the dot.com/9/11 stock market bust in the early 2000s.  This was a big deal.  In Denver (considered part of the vast western wasteland…

How Do I Pick the Best Stocks? I Don’t!

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanJanuary 19, 2021

One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks.  Why is that?  Laziness?  Lack of confidence?  Don’t have the time?  Yes, all of the above.   It is my opinion (and it’s my blog so you have to…

If You Managed Your Relationships Like You Manage Your Investments

Financial Education, Personal FinanceBy Kristi SullivanJanuary 4, 2021

While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down.  People SAY they can handle volatility, but when a little thing like a pandemic or election comes along, their…

New Year’s Financial Resolutions

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanDecember 28, 2020

Making New Year’s Resolutions seems silly to many.  Too vague, forgotten by February, setting yourself up for disappointment, blah, blah.  After 2020, making plans of any kind feels ridiculous.  But, if you don’t set goals, it’s unlikely you will achieve them.   Herewith, a list of ten financial resolutions I hope some of you will…

A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi SullivanDecember 14, 2020

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What goes on behind the scenes when there are multiple offers on a house and how…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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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

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