Brought to you compliments of Sarah M. Place, MBA
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June 2006
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Saturday, February 4, 2012
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Thanks for the Help
In reviewing the development of my clientele, I have reached the conclusion that many of you have been quietly assisting me. I know that I am just one of the many professionals to whom you entrust your well-being, and am proud that my success comes from my clients and professional colleagues mentioning me to their friends and associates. I appreciate your confidence in me. You can be sure that I will demonstrate the same courtesy and integrity to your associates and friends that you have come to expect from me.
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Back to Basics with Bonds
With the future direction of interest rates
uncertain, you may wonder whether now is a good time to invest
in bonds. If you are reassessing your bond investments or deciding where to invest, consider
several basic bond concepts.
[FULL ARTICLE]
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Countdown to Retirement
When your retirement date is only a couple
of years away, you should start taking steps to ensure a smooth
transition from a working life to a retirement life. There are several areas that you should consider as you plan for this transition.
[FULL ARTICLE]
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Utilizing Losses in Your Portfolio
Capital gains on investments held for one
year or less are short-term capital gains taxed at ordinary income
tax rates. For investments held over one year, the maximum long-term
capital gains tax rate is 15% (5% for taxpayers in the 10% or
15% tax bracket). While this is significantly below the maximum
ordinary income tax rate of 35%, it still can take a significant
chunk out of your investment portfolio.
[FULL ARTICLE]
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Financial Tips for Your Children
As a parent, you often wish you could impart
wisdom gained over the years so your children don't have to make
the same mistakes you made. What are the most important financial
tips you should pass on to your children? Try these.
[FULL ARTICLE]
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Organizing Records for an Emergency
After all the natural disasters of 2005,
you should give some thought to what you would do in the event
of an emergency. If you had to evacuate your home, could you quickly
get your hands on all important financial documents? Consider
organizing and keeping those records in one place, preferably
a fireproof, lockable box. Items that should be placed in the
box include.
[FULL ARTICLE]
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Sarah has over fifteen years experience in the financial services industry. She received her MBA at St. Mary's University Graduate School of Business in San Antonio, TX and her bachelor’s degree in Economics–Finance at Bentley College in Waltham, MA. The firm she founded, Place Trade Financial, Inc., (Member NASD, SIPC) is an active member of the Securities Industry Association (SIA).
Feel free to contact Sarah via e-mail at
sarah@placetrade.com
or visit our Web site
www.placetrade.com
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Published by
Sarah M. Place
Copyright © 2006 Place Trade Financial, Inc., Member NASD/SIPC. All rights reserved.
This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. The appropriate professional advisors should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.
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TELL A FRIEND
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