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…
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…
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…
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…
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.…
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)…
