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Kimmy Wan
Mar 256 min read
Bonding with Bonds: Navigating the Pros, Cons, and Strategic Allocations in Your Portfolio
#IndividualBonds #BondIndexFund #FixedIncome #InterestRateRisk #CapitalPreservation #InvestmentStrategy The consideration of bond index...
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Kimmy Wan
Sep 28, 20236 min read
Social Security Strategy: A Beginner's Guide to Informed Choices
The Social Security program is a crucial income source for many seniors in the United States. Established in 1935 through the Social...
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Kimmy Wan
Aug 11, 20237 min read
Exploring the Thriving Southern Economy and Real Estate Opportunities
Welcome to my blog. Recently, I dropped off my son at a baseball camp at Ole Miss, I decided to try being a mystery shopper and explore...
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Kimmy Wan
Jun 25, 20235 min read
Applying Baseball Strategy to Investment: Diversification for Winning Result
Finding similarities between baseball strategy and investment strategy can give you fresh insights, inspiring effective approaches, and...
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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
Sep 16, 20226 min read
Should we worry about DocuSign?
Due to high inflation data, the market had a big selloff on Tuesday and now seems to await the Federal Reserve Board statement next...
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Kimmy Wan
Mar 6, 20225 min read
Key Investment Perspectives during Ukraine-Russia Conflict
Foremost, my heart goes out to the families suffering in the Ukraine-Russia Conflict. As we are all looking at the news releases, how can...
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Kimmy Wan
Sep 1, 20216 min read
A Knockout Punch to Chinese Tech, or is it?
In this article, I share my thoughts on the Chinese government's crackdown on Chinese tech companies. I am a bilingual and bicultural...
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