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Feb12021

Give Yourself the Gift of Self-Care!

Fun Stuff, UncategorizedBy Kristi SullivanFebruary 1, 2021

Just in time for Valentine’s day, I am excited to feature Stacey Lohmar, esthetician at Grand Salon and Medspa, with some ideas for you (or the one you love) to pamper your body’s biggest organ.  It’s skin – get your…

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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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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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