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Kimmy Wan
Apr 13, 20237 min read
Mastering Your Money: Six Financial Planning Tips
Financial planning is like a map that guides you on your financial journey. It involves setting goals, creating a plan to reach them, and...
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Kimmy Wan
Dec 23, 20226 min read
What are the options for 1031 Exchange?
In 1998, I began my career as a mutual fund operation analyst with one of the largest financial investment firms on Wall Street. Then, I...
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Kimmy Wan
Jan 27, 20225 min read
Big Picture in February 2022
This article represents the opinion of the writer. As always, though, you should remember to consider every piece of investment...
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Kimmy Wan
Mar 10, 20217 min read
Top 7 Advice for Any Investor
What a year in 2020! It was just over a year after I founded my minority women-owned investment management company. Then in January 2020,...
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