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Nov192014
how-bonds-work--part-two-denver-fee-only-financial-planner

How Bonds Work – Part Deux

Investment Education, Personal FinanceBy Kristi SullivanNovember 19, 2014

Bonds do go up and down in price. One reason can be because of changes in interest rates. Let’s return to Kristi’s Ranger Cookie Food Truck. You’ve bought a $5,000 bond from me that matures in 5 years.  My business…

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Nov122014
how-bonds-work-denver-fee-only-financial-planner

How Bonds Work

Investment Education, Personal FinanceBy Kristi SullivanNovember 12, 2014

Remember a few weeks ago I introduced the business of Kristi’s Ranger Cookie Food Truck?  Let’s go back and visit that business to get a better understanding of how the bond market works. As we said before, a bond is…

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Nov52014

How to shop for Mutual Funds – The Sequel

Investment Education, Personal FinanceBy Kristi SullivanNovember 5, 2014

Last week, I wrote about choosing mutual funds based first on the area of the investment market where they specialize, not just based on returns.  But how do you know if the fund you are researching is in the area…

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Oct302014

How to Shop for Mutual Funds

Investment Education, Personal FinanceBy Kristi SullivanOctober 30, 2014

Most of us are pretty good consumers. We use coupons, look for deals online, and buy on sale. Somehow, those good habits go out the window when we shop for investments. Avoidable Mistake #1: We buy when prices are high.…

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Mutual Fund Fees – What is Reasonable?

Investment Education, Personal FinanceBy Kristi SullivanOctober 23, 2014

  Last week, we talked about the different ways that mutual fund sellers get paid. There are funds with loads, called A or B shares, that charge up-front or back-end commissions.  There are also no-load funds that are sold directly from mutual…

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Mutual Fund Fees – The Great Mystery Unveiled!

Investment EducationBy Kristi SullivanOctober 16, 2014

  It shouldn’t surprise you that people in the business of investing money like to make money themselves. And that’s fine!  As a consumer you should understand how your investments charge you and whether the price is reasonable. Today I’ll…

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