Sarah's Place

Considering selling your gold for cash?

sarazplace — Sat, 15 May 2010 21:05:41 +0000

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 (more…)

Should I convert my IRA to a Roth IRA? Major issues to consider before you decide to convert (Part 1)

sarazplace — Sun, 18 Apr 2010 15:07:12 +0000

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 (more…)

Place Trade CEO, Sarah Place, quoted in SmartMoney Magazine

sarazplace — Mon, 17 Aug 2009 21:31:24 +0000

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. (more…)

Place Trade’s Sarah Place, named Good Samaritan at CFO of the Year Awards presented by the Triangle Business Journal

sarazplace — Tue, 21 Jul 2009 16:47:42 +0000

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. (more…)

CNBC.com Top Personal Finance News includes Place Trade CEO, Sarah Place

sarazplace — Sat, 09 May 2009 02:24:14 +0000

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. (more…)

Place Trade CEO, Sarah Place, advice featured on Bankrate.com

sarazplace — Mon, 20 Apr 2009 20:04:31 +0000

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. (more…)

Place Trade Financial Celebrates Seven Years in the Triangle

sarazplace — Thu, 12 Feb 2009 04:07:12 +0000

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 the firm is celebrating seven years in the Triangle along with plans to increase the number of Financial Advisors in 2009. (more…)

IRA? 401(K)? What they are and why you need one right now.

sarazplace — Thu, 05 Feb 2009 22:53:37 +0000

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.

Looking Rough but Having Fun with Dave Price from the CBS Morning Show!

sarazplace — Fri, 30 Jan 2009 02:53:54 +0000

Place Trade Financial Welcomes Carly Spowart to Downtown Branch

sarazplace — Mon, 05 Jan 2009 21:25:54 +0000

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. (more…)

Place Trade CEO Named Chairman Kids Voting WC Board of Directors

sarazplace — Mon, 05 Jan 2009 17:30:23 +0000

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. (more…)

Lay-a-Way or Laying off

sarazplace — Fri, 21 Nov 2008 15:39:46 +0000

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 (more…)

Place Trade Financial CEO quoted by CNBC.com and other national media

sarazplace — Mon, 17 Nov 2008 05:07:40 +0000

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 (more…)

Watch Your Credit Scores Today for Tomorrow’s Purchases

sarazplace — Mon, 17 Nov 2008 03:31:50 +0000

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 (more…)

Give me your financial planning questions, please

sarazplace — Sat, 15 Nov 2008 15:21:57 +0000

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 Fine Print on the FDIC Government Insurance Program

sarazplace — Sun, 19 Oct 2008 01:20:48 +0000

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 (more…)

Check out the New FDIC Rules and Read the Fine Print on your CDs

sarazplace — Sat, 18 Oct 2008 21:13:46 +0000

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 (more…)

Prepare ahead for Pink Slips

sarazplace — Wed, 15 Oct 2008 18:22:09 +0000

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 (more…)

Place Trade Financial CEO quoted in The News & Observer regarding Wachovia Bank Concerns

sarazplace — Mon, 06 Oct 2008 14:15:02 +0000

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. (more…)

ABC 11 Eyewitness News taps Place Trade Financial CEO to address Stock Market Concerns

sarazplace — Tue, 30 Sep 2008 21:29:46 +0000

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. (more…)

It’s Health-Care Cost Negotiation Time Again

sarazplace — Sat, 16 Aug 2008 16:00:11 +0000

Kristen Gerencher wrote an interesting article for MarketWatch Weekend Edition entitled “VITAL SIGNS Hammering out health-care benefits, Employers finalizing negotiations for 2009 coverage offerings.”

Many employers are negotiating next year’s health care contracts right now and hammering out the details of plans with anticipated costs increasing close to 10%. (more…)

Something cute for a Friday …

sarazplace — Fri, 15 Aug 2008 16:49:27 +0000

see more dog pictures

Join me at the Jimmy V Celebrity Golf Classic

sarazplace — Sat, 09 Aug 2008 20:42:07 +0000

I am really looking forward to the Jimmy V Celebrity Golf Classic for Cancer Research tomorrow! This is my second year volunteering with the Jimmy V and the 15^th anniversary of the phenomenal event. There are so many great people involved with this program that I cannot begin to tell you.

I will be serving as a Marshall on course number one if you want to stop by. Serving as a Marshall will be a big change from last year. (more…)

Dow Soars, Fed Leaves Rates Unchanged and Oil Heads Back to Reality

sarazplace — Wed, 06 Aug 2008 02:45:09 +0000

It was a great day in the market! The Dow Soared to its best day in four months, the Fed decided to leave rates unchanged and oil fell to its lowest point since early May. Investors were able to breathe a sigh of relief after the multi-day losing streak was broken. (more…)

Place Trade Financial Furthers Expansion with Downtown Raleigh Branch Office

sarazplace — Thu, 10 Jul 2008 14:47:14 +0000

Raleigh, NC – Sarah M. Place, President & CEO of Place Trade Financial, Inc., [Member FINRA, SIPC], (www.placetrade.com), a full service financial services firm with online trading, announced that the firm opened a new branch office in the heart of downtown Raleigh, NC. Located at 411 Fayetteville Street Mall on the first floor of the Progress Energy Building, the new location will be Place Trade’s second location in Raleigh. (more…)