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

August 2007   Saturday, February 4, 2012
We Are Accepting New Clients!

We are often asked, “Are you accepting new clients?” Although we often seem very busy, the answer is “Yes, we are accepting new clients.” Service to our clients is extremely important to us and you can rest assured that your friends and colleagues will receive the same level of service and personal attention that you are used to. Our business has grown tremendously in the recent past. Most of that growth is due to referrals from you, and for that we express our sincere gratitude. We are constantly reviewing our practice, looking for ways to make our operation more efficient. We are committed to investing in new technology and training personnel so that we can sustain our growth while providing quality service to our clients. If you have a friend or colleague who needs financial assistance, please feel free to refer them to us. Thank you!

 
Do You Need Bonds in Your Portfolio?
Why should you consider bonds for your investment portfolio? The primary reasons include...
[FULL ARTICLE]
 
Tax-Efficient Investing
During periods of uncertain returns, it becomes even more important to consider other ways to increase your portfolio's value. One of those strategies is to invest in a tax-efficient manner.
[FULL ARTICLE]
 
Muni Bond Tips
Whether you're just investigating municipal bonds or are reviewing your current muni bond portfolio, consider the following guidelines.
[FULL ARTICLE]
 
The Basics of HSAs
Health savings accounts (HSAs) provide a way to help save on medical costs. To qualify, you must be covered by a health insurance policy with a minimum deductible of $1,100 for individuals and $2,200 for families in 2007.
[FULL ARTICLE]
 
What Is More Important?
With limited resources for saving, which is the more important financial goal - saving for your retirement or saving for your child's college education? While many parents want to pay the entire cost of their children's college educations, the reality is that there are a variety of ways to save for that education
[FULL ARTICLE]
 

Sarah has over eighteen 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 and Financial Markets Association (SIFMA).

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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