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Jun212021

Let’s Blow This Popsicle Stand…Or Maybe Not!

Fun StuffBy Kristi SullivanJune 21, 2021

It’s getting hot out there and what could be better to our inner child/outer adult than a gourmet popsicle or other cool treat.  Here, in no particular order are some top-rated scoops and sticks in Denver from Yelp.   HipPOPS…

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Jun142021

Ugh, If You Must…

Financial Education, Investment Education, Personal Finance, UncategorizedBy Kristi SullivanJune 14, 2021

…invest in the latest fad, at least do it prudently.  This is sort of like your mother saying, “If your friends jumped off a cliff, would you?  Yes?  Then, please pick a small cliff.”   I know that my position…

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Jun72021

How Much is Enough?

Financial Education, Investment Education, Personal Finance, Retirement Savings, UncategorizedBy Kristi SullivanJune 7, 2021

To continue the theme – or maybe you call it a months’ long rant – about why Robinhood/Bitcoin/Reddit, etc. cloud the concepts of real, grown-up investing, I’d like to show an example of rates of return and life.   Scenario: …

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Jun12021

The Tortoise (Diversified Portfolio) vs. The Hare (Bitcoin)

Financial Education, Investment Education, Personal FinanceBy Kristi SullivanJune 1, 2021

I’ll try to make this concise:  This clamor for Bitcoin/Game Stop/SPAC returns and shunning of traditional investment portfolios is nothing new.  See my 5 Famous Bubbles Blog for a reminder.   What seems to get lost in all the clamor…

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May242021

Uh-Oh, Robinhood-ers! Sheriff Nottingham is Coming for His Taxes!

Financial Education, UncategorizedBy Kristi SullivanMay 24, 2021

The only thing I like about this whole Robinhood trading platform is how much it makes me think of my favorite Disney movie, the 1973 animated classic Robin Hood!  And who is the bad guy?  Watch for a little reminder.…

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May172021

Summertiiime…And the Financial Planning is Eeeeasyyyyy

Personal FinanceBy Kristi SullivanMay 17, 2021

No, the title is not a typo.  Click here if you need a reminder of a classic tune.   Now that you are singing, here are three reasons why summer is a great time to do financial planning.   Financial…

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