As the economy struggles to break the chains of a long recession and the world heals after near financial Armageddon the price of gold has increased dramatically. Gold is now trading at near all-time highs and Read the rest of this entry »
Have you been wondering whether or not you should convert your Traditional IRA into a Roth IRA? Many companies jumped on the bandwagon early this year and have been advertising heavily to attract your business. So before you harness up to their wagon learn all that you can about the process, pros and cons as well as the tax considerations.
Review these major considerations before you decide to convert Read the rest of this entry »
Sarah M. Place, President and CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm and municipal bond dealer, announced that her advice was recently included in the August 2009 issue of SmartMoney, The Wall Street Journal Magazine. Her advice was featured in the article entitled “8% Returns: The Bond Deals You’re Missing” where she discussed issues regarding the changing landscape in the municipal bond industry. Read the rest of this entry »
Sarah M. Place, CEO and Financial Principal of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm, announced that she was recently honored as one of the Triangle area’s top Financial Executives and presented with the Good Samaritan Award at the 2009 CFO of the Year Awards presented by the Triangle Business Journal. Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that her advice was recently featured in a Top Personal Finance News story on CNBC.com. Her advice was included in an article entitled “Making Sense of Mutual Fund Reports” that featured detailed discussions on the key components of a mutual fund prospectus and the new and improved summary prospectus that is on its way. Additionally the article was picked up by several other nationally known websites as well as The Dallas Morning News. Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that her advice was recently featured on Bankrate.com. Read the rest of this entry »
Check out my latest guest blog post on IRAs and 401(k)s on Thrive! Let me know if you need more information - I am always happy to help.
Raleigh, NC - Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a global full service financial services and online trading firm, announced that Carly Spowart has joined the firm in the downtown Raleigh branch office. Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was named Chairman of the Kids Voting Wake County Board of Directors for 2009 after serving as Vice Chairman of the Board in 2008. Read the rest of this entry »
The idea of layaway is great and can offer a way for individuals to make purchases that they might otherwise be unable to make without it. I have used layaway many times in my life for a variety of items from Christmas gifts and clothing to my favorite pair of Waterford Crystal Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was recently included in two major national media outlets. Most recently she was quoted on CNBC.com in a story entitled “Christmas on Consignment” for a fun and interesting twist on this year’s shopping trends. Sarah’s financial advice appeared in a major national non-profit consumer magazine as well. Her advice appeared in the October issue where she discussed the best way to buy municipal bonds Read the rest of this entry »
Here is a great article by Amy Hoak of MarketWatch entitled “Shrinking Limits, Why next year’s home buyers should pay attention to credit scores today” that reminds us to watch our credit reports now especially if Read the rest of this entry »
Do you have questions about financial planning, saving money or investing? Please submit them as a comment below. If I end up using your idea or quoting you, in my book or on my blog, I will include your name and your blog address at the end of my book/blog post (with your permission, of course). If several people send in the same question or idea the first person will be recognized.
We are excited to say that we have well over one hundred pages completed and look forward to finishing up soon so be sure to send your ideas right away.
Thank you for your support! J
The best route to get the absolute facts about the new FDIC Government Insurance program that has recently been announced, along with the $700 billion bailout plan, is to get it straight from the horse’s mouth. From the FDIC itself. Visit their site to get the details on FDIC Deposit Insurance Coverage limits and Read the rest of this entry »
There has been a lot of confusion amongst investors since both the bailout plan and the increased insurance coverage were announced. As you know the government announced that the FDIC insurance limit on bank accounts has been increased from $100,000 to $250,000.
What a lot of people do not realize is that these increases are set to expire at the end of next year Read the rest of this entry »
In a very interesting article entitled “Five signs you may be on the layoff list Knowing a pink slip may be ahead allows you to prepare,” Ruth Mantell, MarketWatch lays out five interesting points for employees to consider in any economy Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service brokerage firm based in Raleigh, NC, announced that she was included in The News& Observer article entitled “Bank investors twisting on news” regarding recent concerns with the future of Wachovia Bank investors after deals were announced first with Citibank and then with Wells Fargo. Read the rest of this entry »
Sarah M. Place, President & CEO of Place Trade Financial, Inc. (Member FINRA, SIPC), www.placetrade.com, a global full service discount brokerage firm based in Raleigh, NC, announced that she was interviewed by Tim Nelson of ABC 11 Eyewitness News regarding the Triangle’s concerns with the turmoil in the stock market and economic conditions impacting Main Street. The segment entitled “Triangle Concerned about Stocks” was featured as the lead story on the evening news. Read the rest of this entry »