Posted on September 19, 2018
Investing

By Kelly Woo, CFP® New data from San Francisco-based Personal Capital points to a widening demographic gap in the U.S. retirement savings market. 40% of women and 39% of millennials have nothing saved for retirement, while men across older demographic age groups are faring better.  Assuming that both men and women have equal salary, noticeably, more of my female clients commonly have had a wider gap in their career than male clients before reaching retirement – reasons varying from marriage, supporting their...

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Posted on August 27, 2018
Investing

Amongst savvy investors, there has been growing interest in alternative investments with the stock market consistently reaching an all-time high for the past few years. Investors are attentively waiting for potential market adjustments and/or bear market coming. Additionally, investors are seeking investment options that are independent of the market as well as avoiding traditional bank products that are providing low-interest rates and government bonds that are high in price due to bonds having an inverse relationship with interest rates. Compared to...

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Profectus Weath Management, Financial Planning Consultants, Los Angeles, CA

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