Place Trade Financial, Inc.
Brought to you compliments of Sarah M. Place, MBA

June 2007   Thursday, September 9, 2010
Managing Your Finances

Financial information is everywhere, and sifting through it all is complicated. Like most of us, you may feel that the information age has succeeded in bombarding you to the point of "overload." Nevertheless, successful management of your finances today is the key to the lifestyle that you and your family will enjoy -- or endure -- tomorrow. I know that procrastination is a greater enemy to you than the twin killers of inflation and taxes. So it is critical that you establish and continually build upon a framework or plan. The elements are not complicated, but are the least-covered financial topic around. You can read all about the detailed specifics of financial vehicles and strategies, but may be left wondering when and how you should use them. If so, feel free to call or e-mail me. I would like to be of assistance in helping you join the minority who feel in control of their finances, not controlled by them.

 
Gauging an Investment's Risk
How has your portfolio performed compared to the major indexes? Has it experienced sharper or milder fluctuations? The answer to these questions will help you determine your portfolio's risk. Different measures of risk exist for stocks and bonds.
[FULL ARTICLE]
 
Watch Out for Internet Fraud
The Internet has made online transactions commonplace. However, you should be aware of two forms of Internet identity theft - phishing and pharming. In 2006, losses from this type of identity theft totaled $2.8 billion, or $1,244 per victim. Consumers were only able to recover 54% of the amount lost (Source: AARP Bulletin, February 2007).
[FULL ARTICLE]
 
Will Your Child Finish College in Four Years?
When planning for college costs, a common assumption is that your child will obtain a bachelor's degree in four years. But how realistic is that assumption?
[FULL ARTICLE]
 
What Is Monte Carlo Analysis?
A Monte Carlo simulation is a complex mathematical process that estimates the probability of reaching specific goals in the future. This method is often used to determine the probability that your investments will last for a certain number of years during retirement.
[FULL ARTICLE]
 
Good Investing Habits
Good investing habits will help ensure you follow through on your investment plan. Some tips to hone your habits 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
 

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Published by Sarah M. Place
Copyright © 2007 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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