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Thoughts

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

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

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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.

Aug 2024

Financial Whirlwind Leaves Investors Breathless

August 2024 proved to be a tumultuous month for global financial markets, characterized by significant volatility and unexpected turns. The month began with sharp declines across major indices, fueled by... 

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Jun 2024

Market Swings, Sector Shifts, and Fed Focus

June 2024 was a month of contrasting narratives in the investment and stock market landscape. While technology giants stumbled, energy companies surged. The Federal Reserve's monetary...

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Jul 2024

Market Turbulence Meets Surprising Resilience

July 2024 has been a month of surprising resilience in the stock market, coupled with cautious economic outlooks and evolving investment trends. The S&P 500 has outperformed initial yearly...

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May 2024

A Month of Tech Triumphs and Global Economic Jitters

May 2024 painted a complex picture for investors. The month witnessed the tech sector's continued dominance, a shift towards dividend-paying stocks, and growing concerns about...

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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

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