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Jan282015
financial jargon, fee only financial planner

More Financial Jargon Explained!

Investment Education, Personal FinanceBy Kristi SullivanJanuary 28, 2015

Bottom-up Investing:  No, this is not a reference to Kim Kardashian breaking the internet.  Bottom-up mutual fund managers research companies individually and without regard to the current economic cycle, geography, or other big picture considerations. Asset Allocation: I’ll spend more…

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Jan212015
ETFs and Index Funds

ETFs and Index Funds

Investment Education, Personal FinanceBy Kristi SullivanJanuary 21, 2015

Here’s a topic that many people wish they knew more about.  That, and whether the new college football playoff system will be better than the BCS. Exchange Traded Funds (aka ETFs) were introduced in 1993 with the launch of the…

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Jan202015
Investment News

Sullivan Financial’s Kristi Sullivan Quoted in Investment News Article

Financial News, In the NewsBy Kristi SullivanJanuary 20, 2015

In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm, Buckle in as Markets Bounce by Jeff Benjamin. A copy of the article is below. Advisers preach calm, buckle in…

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Jan142015
Index Funds vs. Actively Managed Funds – Which is Better?

Index Funds vs. Actively Managed Funds – Which is Better?

Investment Education, Personal FinanceBy Kristi SullivanJanuary 14, 2015

You may think of investment people as nerds (and you are mostly right), but we have areas where we are passionate, too. One of them is whether index investing or active management is better. On the Index side, you have…

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Jan72015
Index and Actively Managed Mutual Funds

Index and Actively Managed Mutual Funds

Investment Education, Personal FinanceBy Kristi SullivanJanuary 7, 2015

Happy New Year!  In December I veered off in all sorts of random directions with the blog.  Between year-end to-dos and general revelry, I got way off task with the decoding financial jargon goal.  So, back to work we go.…

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Dec312014
fee only financial planning denver

Happy New Year from Sullivan Financial Planning

Fun Stuff, Investment Education, Personal Finance, Retirement SavingsBy Kristi SullivanDecember 31, 2014

Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s)…

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