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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...
119 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...
120 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...
87 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...
205 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...
201 views0 comments