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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

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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AI-Generated Monthly Highlight

I asked AI to give a monthly 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.

Nov 2024

AI Boom and Post-Election Clarity: November's Market Renaissance

November 2024 has proven to be a month of transition and recalibration for financial markets following the U.S. presidential election on November 5th. As markets process the electoral outcomes and their policy... 

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Oct 2024

Financial Frenzy: Navigating the Market's Highs and Lows

October 2024 has been a dynamic month for the financial world, marked by significant movements in the stock market and evolving investment strategies. As the S&P 500 continues its upward trajectory... 

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Sep 2024

Markets Defy Odds in Autumn Rally

September 2024 has defied historical trends, emerging as a month of unexpected strength in the financial markets. Typically known for weak performance, this September has instead witnessed a remarkable... 

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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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