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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.

Mar 2024

A Record-Breaking Month for Stocks, But Not Without Turbulence

March 2024 proved to be a month of both triumph and uncertainty for the stock market. While the S&P 500 managed to notch its 22nd record close by the end of the month, capping off the strangest start to a year since...

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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...

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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...

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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

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