ETF Tax Advantages
One of the primary purposes of financial planning is to maximize wealth through income by minimizing tax payments. By utilizing tax-efficient investment alternatives, financial planners...
Posts by Annissa Lai:
Lessons from The Oracle of Omaha
As many know, Warren Buffett, deemed The Oracle of Omaha, released his 2019 annual letter to shareholders. Being one of the greatest investors in this...
Want vs. need: battle for your wallet
In the world today, it is so easy to get caught up with buying the newest iPhone that comes out, going impulse shopping online by...
Financial planning checklist for young families
Maybe you’re in your mid-twenties, planning to get married and to start a family. But wait, there are so many things to consider, especially around...
Estate planning: not just for retirees
Estate planning is probably the last thing going on in one’s mind, but it doesn’t mean it’s not important. Planning long term can be worthwhile...
Simple tips on budgeting and savings
It happens to the best of us. You may have been spending carelessly, buying things you don’t really need. But hey, we’ve all been there....
Obfuscation: why it matters in investing
What is it with the complex jargon whenever people talk about ETFs (exchange-traded funds) or CDOs (collateralized debt obligations)? Do those in the financial world...
What’s the scoop on IRAs?
Have you been working long hours, surviving, but wondering where your money goes? Do you love to travel and eat, hoping to sustain that lifestyle?...
JP Morgan outed by whistleblower
Talk about conflicts of interest! A recent story ran around the financial world as JPMorgan & Co. recently set the record for a $30 million...