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Oct42021

Annual Scary and Sweet Market Update

Financial NewsBy Kristi SullivanOctober 4, 2021

I guess it’s a good year in the stock market when the worst performing sectors (so far, as of writing this blog on September 13th) aren’t negative, just not up as high as the best performers.  My sage advice for…

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Sep272021

The Hunt for The Mega Back Door Roth!

Financial Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi SullivanSeptember 27, 2021

A big topic of financial writing these days is The Mega Back Door Roth.  Sounds like a King Kong type of movie and coincidentally has about as much use in most people’s financial knowledge as a giant ape movie in…

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Sep202021

The Back Door Roth IRA Revisited

Financial Education, Investment Education, Retirement SavingsBy Kristi SullivanSeptember 20, 2021

This blog is a repeat of the topic of a Back Door IRA.  The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately.  I’ll discuss those next week but…

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Sep132021

Who Wants to Learn More About Wine?

Fun StuffBy Kristi SullivanSeptember 13, 2021

I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home!  For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences.  She says, “I take the…

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Sep62021

Regret Theory

Financial Education, Investment EducationBy Kristi SullivanSeptember 6, 2021

“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book…

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Sep12021

The Four Tendencies: Rebels as Investors

Fun StuffBy Kristi SullivanSeptember 1, 2021

Calling all Bitcoin and Tesla groupies!  This one is for you!   A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to,…

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