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

October 2007   Thursday, September 9, 2010
Utilizing All My Services

Most of my clients first came to me with one specific need. Maybe you needed help developing a retirement or education funding plan. Or you wanted to sort out your investments. Maybe you felt it was time to set up an estate plan. Or you wanted to figure out how to lower your income tax bill. Maybe you needed help analyzing different investment alternatives.

Whatever your initial reason for consulting with me, don’t make the mistake of thinking that I can only assist you in that one specific area. I provide a variety of financial planning services which encompass investment analysis, tax planning, estate planning, education analysis, and retirement planning. My goal is to help you with all of your financial concerns so that you can achieve your financial goals.

Please call or e-mail me if you’d like assistance with any financial concern.

 
Evaluating Stock Investments
You should thoroughly analyze a stock before purchase. But pick up a company's annual report, and you can quickly become overwhelmed by all the numbers. What figures should you concentrate on when evaluating a stock? At a minimum, look for answers to these questions...
[FULL ARTICLE]
 
Assessing Stock Returns
When designing an investment program, your expected rate of return is a critical element in determining how much to periodically invest to help reach a future goal. Since no one can predict future returns, the expected rate of return is typically estimated based on an analysis of past returns for various investments. So what return can you expect in the future for stock investments?
[FULL ARTICLE]
 
Age for "Kiddie Tax" Raised Again
The Small Business and Work Opportunity Tax Act of 2007, signed into law on May 25, 2007, raised the age limit for application of the "kiddie tax" to all children under age 19 (previously age 18) and to students under age 24, effective for tax years beginning after May 25, 2007.
[FULL ARTICLE]
 
Don't Underestimate the Value of Social Security
For years, we've heard that Social Security benefits are at best modest and should not be counted on as our only source of retirement income. Sometimes, it's even suggested to completely forget about Social Security benefits when planning for retirement.
[FULL ARTICLE]
 
Is Economic Inequality Increasing?
For the past two decades, the economy has experienced moderate inflation and fewer, less severe recessions. Technological advancements have helped raise productivity. Yet, these advances have mostly helped upper-income workers.
[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
 

SUBSCRIBE

Feel free to enter a friend’s e-mail address to receive a free copy of my newsletter. You can also remove your name from my mailing list by clicking the remove button.


Add a friend’s name
Remove your name
Send as HTML
 

ARCHIVE
September 2007
August 2007
July 2007
June 2007
May 2007
April 2007
March 2007
February 2007
January 2007
December 2006
November 2006
October 2006
September 2006
August 2006
July 2006
June 2006
May 2006
April 2006
March 2006
February 2006

[MORE]
Published by Sarah M. Place
Copyright © 2007 Place Trade Financial, Inc., Member FINRA/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