George Chin |

Something New!!!!!

Beginning this week, we will provide you with a helpful financial planning topic that we believe may be of interest to you. Comprehensive

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George Chin |

You may have noticed interest rates have been fluctuating up and down based on uncertainty about what the Federal Reserve will do in the near future. This is

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George Chin |

In this week’s update, I explain some of our portfolio techniques and strategies. Some of questions I answer are:

  1. Why do I have these positions in my
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George Chin |

Seems odd, doesn’t it? A company lays off employees which implies its business is slowing. Still, sometimes the stock of a company rises after layoff

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George Chin |

I am often asked what economic data we assess to determine our view on the economy. One measure that we believe makes sense to monitor is wage growth versus

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George Chin |

This month I answer questions and discuss our thoughts on the market and the economy. The questions I will tackle in this update include:

  • I saw that China’s
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George Chin |

Headlines!

The headlines blare that interest rates are going down. Then the next day an employment report comes out and the implication is that interest

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George Chin |

I will be sharing our perspective on 2024 for equity and fixed income markets in the near future. In the meantime, I thought it might be interesting for you to

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George Chin |

It’s a new year and time to gather financial documents that need to be stored in a safe place. One never knows when an emergency might arise. Having these

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