The Smart Way to Manage Your Sudden Wealth

The Smart Way to Manage Your Sudden Wealth

Getting rich is the dream of many people. When your sudden wealth becomes a reality, you need to be ready for the new responsibilities and challenges. As someone experienced in helping my clients manage their sudden wealth, I want to share some of my experience. Wealth sources Your sudden windfall can come from many different Read more »

A financial checklist for young families

A financial checklist for young families

I recently had the chance to work with several young families looking for help to build their wealth and improve their finances. We discussed a broad range of topics from buying a house, saving for retirement, savings for their kids’ college, budgeting and building legacy. As a financial advisor in my late 30s, soon to Read more »

Market Outlook October 2018

Overview The US stock market was on an absolute tear this summer. S&P 500 went up by 7.65% and completed its best 3rd quarter since 2013. Despite the February correction, the US stocks managed to recover from the 10% drop. All major indices reached a series of record highs at the end of August and September. Read more »

10 Questions to ask when choosing your financial advisor

10 Questions to ask when choosing your financial advisor

Seeking a financial advice is a major step in achieving your personal and financial goals. Financial advisors have been instrumental in helping clients maintain well balanced, disciplined, long-term focused approach towards their personal finances and retirement planning. Finding a good financial advisor is like finding a personal doctor. The chances are you will stick with Read more »