May 9th, 2009
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 »
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April 20th, 2009
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 »
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February 18th, 2009
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 »
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February 12th, 2009
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. Read the rest of this entry »
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February 5th, 2009
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.
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January 30th, 2009
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January 5th, 2009
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 »
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November 21st, 2008
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 »
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November 17th, 2008
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 »
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November 17th, 2008
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 »
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November 15th, 2008
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
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October 19th, 2008
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 »
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October 18th, 2008
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 »
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October 15th, 2008
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 »
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October 6th, 2008
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 »
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September 30th, 2008
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 »
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August 16th, 2008
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%. Read the rest of this entry »
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August 15th, 2008
see more dog pictures
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August 9th, 2008
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 15th 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. Read the rest of this entry »
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August 6th, 2008
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. Read the rest of this entry »
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