Financial Planner

Kristi’s Quotes: Is There a Reason for the Ups & Downs of the Stock Market?

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 hedging instruments, and clients who are paying attention to the earnings reports that are coming out are likewise preparing for a hasty exit from the equity markets. (Click here for more….)

Share this post
Facebook
Twitter
LinkedIn
Picture of Kristi Sullivan

Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.