Brought to you compliments of Sarah M. Place, MBA
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September 2006
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Thursday, September 9, 2010
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It's That Time Again
If we haven’t met within the last year, we should get together to review your financial situation and update your financial planning strategies. Today, things are constantly changing in the financial services industry and more specialized products are being offered. Therefore, it is important to monitor your progress at least annually to make sure that you continue to be on the right track for your financial future.
Please don’t let procrastination delay your financial progress. Call or e-mail our office today and we will be happy to schedule an appointment as quickly as possible.
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Should You Favor Growth or Value Investing?
The two basic investing styles are growth
and value. While one style tends to perform better at any given
time, the dominant style varies over time. The basic elements
of each style include...
[FULL ARTICLE]
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Reviewing a Company’s Annual Report
Whether you're researching a stock to purchase
or monitoring a stock you own, the company's annual report should
be central to your analysis. Annual reports contain a wealth of
financial information, which can provide significant insight into
a company's operations and future prospects.
[FULL ARTICLE]
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Teaching Important Financial Lessons
Even though it seems like money and financial
topics are discussed everywhere, these are not concepts your children
will learn automatically. Some of the most valuable lessons you
can teach your children involve basic money concepts, such as
the value of saving and investing. Some strategies you can use
to help teach these concepts include...
[FULL ARTICLE]
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Watch Out for These Estate Planning Mistakes
To ensure your estate is distributed to
your intended heirs at minimum estate tax cost, avoid these common
estate planning mistakes...
[FULL ARTICLE]
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How Is Employment Measured?
Employment statistics are some of the most
timely statistics generated by the government - figures are typically
released within three weeks of month-end. This timeliness, coupled
with the fact that employment figures signal broad-based changes
in the economy, make it a closely watched statistic.
[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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