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Who Wants to Learn More About Wine?

Fun StuffBy Kristi Sullivan

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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Regret Theory

Financial Education, Investment EducationBy Kristi Sullivan

“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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The Four Tendencies: Rebels as Investors

Fun StuffBy Kristi Sullivan

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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The Four Tendencies: Questioners as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi Sullivan

As an Upholder (me), Questioners (people I may be married to) can drive me bonkers.   My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.”  I don’t tend to ask why,…

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The Four Tendencies: Obligers as Investors

Financial Education, Fun StuffBy Kristi Sullivan

Obligers are the most common of the Four Tendencies.  They tend to make fabulous friends, co-workers, family members, and spouses.  That is because, “they tend to meet deadlines, keep their promises and follow through for others.”   Where Obligers struggle…

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The Four Tendencies: Upholders as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi Sullivan

First of all, did you take the quiz?  Click here if you want to take it now.   Upholders will have taken the quiz because I asked them to, and they are curious about themselves.  Obligers will have taken the…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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