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Jan252021

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…

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Jan192021

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…

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Jan112021

The Economy and the Stock Market: Not the Same Thing

Financial EducationBy Kristi SullivanJanuary 11, 2021

The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions.  Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power…

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Jan42021

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…

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Dec282020

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…

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Dec142020

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…

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