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Kimmy Wan
- Sep 28
- 6 min
Social Security Strategy: A Beginner's Guide to Informed Choices
The Social Security program is a crucial income source for many seniors in the United States. Established in 1935 through the Social...
290 views0 comments


Kimmy Wan
- Aug 11
- 7 min
Exploring the Thriving Southern Economy and Real Estate Opportunities
Welcome to my blog. Recently, I dropped off my son at a baseball camp at Ole Miss, I decided to try being a mystery shopper and explore...
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Kimmy Wan
- Jun 25
- 5 min
Applying Baseball Strategy to Investment: Diversification for Winning Result
Finding similarities between baseball strategy and investment strategy can give you fresh insights, inspiring effective approaches, and...
216 views0 comments


Kimmy Wan
- Apr 13
- 7 min
Mastering Your Money: Six Financial Planning Tips
Financial planning is like a map that guides you on your financial journey. It involves setting goals, creating a plan to reach them, and...
184 views0 comments


Kimmy Wan
- Dec 23, 2022
- 6 min
What are the options for 1031 Exchange?
In 1998, I began my career as a mutual fund operation analyst with one of the largest financial investment firms on Wall Street. Then, I...
128 views0 comments

Kimmy Wan
- Sep 16, 2022
- 6 min
Should we worry about DocuSign?
Due to high inflation data, the market had a big selloff on Tuesday and now seems to await the Federal Reserve Board statement next...
88 views0 comments


Kimmy Wan
- Mar 6, 2022
- 5 min
Key Investment Perspectives during Ukraine-Russia Conflict
Foremost, my heart goes out to the families suffering in the Ukraine-Russia Conflict. As we are all looking at the news releases, how can...
206 views0 comments


Kimmy Wan
- Sep 1, 2021
- 6 min
A Knockout Punch to Chinese Tech, or is it?
In this article, I share my thoughts on the Chinese government's crackdown on Chinese tech companies. I am a bilingual and bicultural...
207 views0 comments