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Mutual Fund Fees – The Great Mystery Unveiled!

Investment EducationBy Kristi SullivanOctober 16, 2014

  It shouldn’t surprise you that people in the business of investing money like to make money themselves. And that’s fine!  As a consumer you should understand how your investments charge you and whether the price is reasonable. Today I’ll discuss two common ways that mutual fund companies make money: Loads and Expense Ratios. Loads…

More Financial Jargon: What is a Mutual Fund?

Investment EducationBy Kristi SullivanOctober 9, 2014

  Last week we talked about the difference between stocks and bonds. Today, we will talk about how we can use mutual funds to buy stocks and bonds. You’ve probably been told that it’s a good idea to have a diversified portfolio. This means that you shouldn’t invest all of your money in one company. …

Jargon Series Continued – Investment Terms Revealed

Investment Education, Personal FinanceBy Kristi SullivanOctober 2, 2014

Let’s start with the basics.  What’s the difference between a stock and a bond?  I will explain this concept by starting a hypothetical company, Kristi’s Ranger Cookie Food Truck. Ask any member of my family, neighbors, cat sitter, or school bus drivers, I make the best Ranger Cookies on the planet.  Stay tuned for bonus…

Financial Planning Jargon Series – What is a Financial Planner, Anyway?

Investment Education, Personal FinanceBy Kristi SullivanSeptember 25, 2014

Ladies and gentleman, watch carefully as I perform a magic trick.  Before your very eyes, I will unmask for you the confusing and veiled language used in the financial services industry.  These words make sense to a very few in who work in this business. This can lead to unsuspecting purchases of financial products that…

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