top of page

Thoughts

(things I wish I knew and had access to when I was a client)

"Why Didn't Anyone Tell Me This Before?" Newsletter

1
2
Newspapers

AI-Generated Monthly Market Highlight

I asked AI to give a monthly market highlight of what's happening in finance, planning, investing, and economics. This is what it provided. As with any AI-generated content, verification is required. This information is for educational purposes only and is not intended to be a recommendation or an endorsement.

Feb 2024

A whirlwind journey through contrasting market sentiments

February 2024 serves as a valuable reminder of the dynamic and unpredictable nature of the stock market. While early anxieties and sector-specific declines can create a sense of...

Read More ->

March

TBD

TBD

Jan 2024

A Month of recalibration for financials, with green shoots of hope

January 2024 was a month of financial recalibration, where cautious optimism and recessionary whispers intertwined. Here are some key headlines that shaped the landscape:

 

1. Navigating the Recessionary...

Read More ->

April

TBD

TBD

Downloadable PDFs for You

4 Questions to Ask When Interviewing a Financial Advisor   | Reach One Teach One Financial | R1T1 | George Kao CFP ChFC CRPC MBA

4 Questions to Ask When Interviewing a Financial Advisor

Take this PDF with you when you meet with a financial advisor for the first time

5 Qualities You Want In Your Financial Advisor   | Reach One Teach One Financial | R1T1 | George Kao CFP ChFC CRPC MBA

5 Qualities You Want in Your Financial Advisor

Download this infographic PDF to learn what you should be looking for in a financial advisor

bottom of page