Brought to you compliments of Sarah M. Place, MBA
|
|
|
August 2006
|
Wednesday, September 8, 2010
|
|
|
Are There Any Questions?
The key to investing is to carefully consider all your options and thoroughly understand an investment before committing to it. It is important to me that all my clients understand the investments they select through me. However, I sometimes sense that some people hold back and do not ask all the questions that they have on their mind. I have no limit on the number of questions you can ask and I am more than happy to explain a product or concept until you are completely comfortable with it. Please do not be afraid to ask any questions or bring to my attention any concerns that you may have about your financial situation.
After all, the more knowledge and understanding that you have of the financial world, the better equipped you will be to make the best decisions for your future.
|
|
Why Consider International Investing?
During the 1990s, the U.S. stock market
significantly outperformed international stock markets. Never
a particularly large percentage of U.S. investment portfolios,
international investments drew even less attention during that
time. Due to the significant volatility in the U.S. stock market
over the past several years, is now the time to take another look
at international investments? Before deciding, consider the answers
to these questions on the subject
[FULL ARTICLE]
|
Steps for Global Investing
If you want to invest in international investments,
consider a systematic approach that includes deciding what percentage of your portfolio to allocate to international investments, determining whether you want to invest based on countries or companies, getting familiar with the available investment options, understanding the risks involved in international investing, reviewing specific investments, and monitoring those investments.
[FULL ARTICLE]
|
Resolving Financial Issues before Marriage
Personal financial topics are often some
of the most difficult topics for people to discuss. But since
financial issues often cause significant problems in marriages,
you should try to reach agreement on your finances before your
wedding. Some items to consider include...
[FULL ARTICLE]
|
Why Do Bond Prices Fluctuate?
If you hold a bond to maturity, you will
receive the full principal amount. However, if you want to sell
before maturity, your bond will probably sell at a premium or
discount to that amount. Why do bond prices fluctuate? There are
two primary reasons - credit rating changes and interest rate changes.
[FULL ARTICLE]
|
Gift Carefully
With the high divorce rate in this country,
you might have concerns about making large gifts to a married
child. It's one thing to worry about your child using the money
wisely. It's an entirely different worry to think your ex-son-
or ex-daughter-in-law might leave the marriage with your money.
Some ways to ensure the money stays in the family include...
[FULL ARTICLE]
|
|
|  |
|
|
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
|
|
|
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.
|
TELL A FRIEND
|
|
| |