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Kristi’s Favorite Charts, Edition 1

Financial EducationBy Kristi SullivanMarch 11, 2019

I know, you’d much rather read about a favorite recipe than see boring investment charts.  Tracking my Facebook shares and newsletter clicks bear this theory out.  But, every once in a while, to get to the dessert, you must eat…

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Mar42019
cash savings

Historically bad places to keep your cash savings

Personal FinanceBy Kristi SullivanMarch 4, 2019

People often wonder where the best place is to keep their emergency fund.  It’s frustrating to sock 3 months’ worth of expenses into a low-interest savings account.  However, a stock or bond investment can lose money at any time.  When…

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Feb252019
market correlation

WTF is Market Correlation?

Financial EducationBy Kristi SullivanFebruary 25, 2019

In previous blogs, I’ve lamented the fact that financial advisers loooove to use expressions with more syllables than strictly necessary.  Look, I just did it in the previous sentence.  Six words with more than 3 syllables.  This is because we…

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Feb182019
rising interest rates, denver financial planner

What do Rising Interest Rates Mean to You?

Financial EducationBy Kristi SullivanFebruary 18, 2019

There is so much talk about the Fed raising interest rates.  Expectations are that the Federal Reserve will raise the cost of borrowing between banks 2 times in 2019.  Other than incoherent tweets originating from our nation’s capital, what are…

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Feb112019
marie kondo

The Magic Art of Tidying Up your Finances

Fun StuffBy Kristi SullivanFebruary 11, 2019

I’ll put it out there in the universe – I’d like to be a Brand-with-a-capital-B someday.  Books, TV shows, t-shirts, memes, all featuring some witty quip of mine and making me money while I sleep.  Like Suze Orman, only less…

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Feb52019
valentines day

Annual Valentine’s Day Message

Financial News, Fun StuffBy Kristi SullivanFebruary 5, 2019

Ah, Valentine’s Day. Love it or hate it, it does come with some great candy. Here is a quick recap of Valentine’s Day related investments (as of January 28th) to get you thinking about how to incorporate holidays into your…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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