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Kimmy Wan
- Mar 25
- 6 min
Bonding with Bonds: Navigating the Pros, Cons, and Strategic Allocations in Your Portfolio
#IndividualBonds #BondIndexFund #FixedIncome #InterestRateRisk #CapitalPreservation #InvestmentStrategy The consideration of bond index...
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Kimmy Wan
- Sep 28, 2023
- 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...
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Kimmy Wan
- Aug 11, 2023
- 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, 2023
- 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...
227 views0 comments
Kimmy Wan
- Apr 13, 2023
- 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...
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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...
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