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Jun62022

Your Three Questions about Recessions Answered

Ask the AdvisorBy Kristi SullivanJune 6, 2022

Yep, it’s been a while since we last had a recession.  And while I don’t know if we are in one now (that’s something you don’t know until it’s over), the 2022 market losses probably feel recession-y to you.  You…

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May312022

Should I or Should I Not Buy I Bonds?

Financial Education, Investment EducationBy Kristi SullivanMay 31, 2022

I bonds are getting a lot of interest because inflation is finally up.  Over the past 10 years, the return has been around 2%-3% average over the long term.   Consider these things about I Bonds: You can only put…

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May232022

WTF (What the Finance) is Direct Indexing?

Financial Education, Investment EducationBy Kristi SullivanMay 23, 2022

Do you feel like the financial services industry is plotting to sell you yet a new way to invest your money?  Do you wonder if investment companies are constantly looking for a way to make themselves seem smarter than you…

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May162022

5 Easy Spring Home Improvement Ideas

Fun StuffBy Kristi SullivanMay 16, 2022

Your home may be your largest investment.  Unlike your 401(k), it needs more active involvement to grow in value over time.  Not to mention be enjoyable as your shelter and sanctuary.  If you are like me (not a big do-it-yourselfer),…

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May92022

Revocable Trust – For You or Not for You?

Families and Finance, Financial Education, Uncategorized, What are you leaving behindBy Kristi SullivanMay 9, 2022

Dear Readers,   Allow me to introduce you to estate planning attorney Brandon Rains.  Brandon is an experienced estate planning and business planning attorney practicing in the Denver Metro and Fort Collins areas of Colorado.  The Rains’ Law Firm values…

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May22022

You Won’t Want to Hear This

Investment EducationBy Kristi SullivanMay 2, 2022

As financial advisors, we can be worried about offending our clients.  We may not tell you the hard truths when you are dithering about your accounts going down.   The tendency to handle clients with kid gloves could be harmful…

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