KFC China - One of the best stocks to invest in right now

5 Best Stocks To Invest In

5 Best Stocks To Invest In For 2019 And why they’re actually good investments Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors   At the end of last year, the world’s stock market value hit an astonishing $40.6 trillion. Today, more than half of all Americans own stock,…

Using wealth management to achieve financial independence

Wealth Management and Financial Independence

The Ultimate Guide to Financial Independence How good wealth management can help you achieve financial security   Most people who write about financial independence assume you want to retire early.  They believe that financial independence simply means never having to work again. But financial independence is more than that. Everyone worries about money, even those…

Choosing a Washington DC Financial Advisor

Choosing a Washington DC Wealth Manager

Choosing a DC-based wealth manager Where local knowledge matters With almost 2,200 registered investment advisors in the Washington DC area, how can you select the right DC wealth manager for you and your family? The average person will choose the first wealth advisor they meet. This is often a family friend or the first person…

Investing in DC Real Estate

Investing In DC Real Estate

Investing In Washington DC Real Estate Is investing in Washington DC real estate the right move for you? Key points Housing demand is driven by the federal government, so investing in DC real estate can diversify your portfolio Look to invest at least $250-500K in equity DC real estate is exceptionally diverse, so local knowledge…

Should You Refinance Credit Card Debt?

Should you refinance credit card debt? Please note, I am NOT compensated by any credit card company. This is one of the few places you will find unbiased advice about whether to refinance your credit card debt. You might be surprised at the type of people who ask me whether to refinance credit card debt.…

Should you buy or rent? Townhomes along a street

Should You Buy Or Rent?

Should I buy or rent? Financial advice for the potential home-buyer and real estate investor One of the most common questions I get as a financial advisor and asset manager is the following: Should I buy or rent? You might be surprised that everyone asks this question. 25-35 years: Younger professionals looking at their first…

Two movers carrying a chair

Wealth Management Washington DC – Taxes

Washington DC Taxes Should you move to Virginia or Maryland for tax reasons?   I often see other wealth management companies ignore taxation issues.  An assumption that it is what it is. Such an approach is lazy!  Taxes are the single largest expense for high-net-worth and affluent families.  The average family pays around 28% in…