Clik here to view.
Wealth Preservation in Bear or Flat Markets: Call-Writing Strategy
I wrote this article in early December 2008. Amazingly, it is one of the least read in my blog. Had someone read it and followed it, he would have earned 10% return so far in 2009. - Michael Zhuang...
View ArticleClik here to view.
Warren Buffet’s letter to Berkshire shareholders 2008 excerpts
On the after-effect of government bailout This debilitating spiral has spurred our government to take massive action. In poker terms, the Treasury and the Fed have gone “all in.” Economic medicine that...
View ArticleClik here to view.
How to Lost Money to Conflict of Interest
“Avoid conflicts of interest.” – David Swensen, Yale Endowment CIO. Jose is the head of a ultra high-net-worth family. He has a number of accounts with Merrill Lynch (ML), the storied brokerage firm...
View ArticleClik here to view.
How to protect your portfolio against inflation?
Inflation is the silent killer of wealth. It does not have the “bark” of a full-blown financial crisis, but it certainly has the “bite.” Just imagine if the inflation rate is 4% over the next 10 years;...
View ArticleClik here to view.
Living with uncertainty
[Guest post by Tom Warburton] Last week a buddy walked into my office distressed over unemployment, the economic malaise, gold prices, the prospect of inflation, government debt, currency fluctuations,...
View ArticleClik here to view.
How to Achieve Financial Peace of Mind
conscious and unconscious mind What prompted me to write about financial peace of mind is actually something that happened to me recently that had nothing directly to do with the topic. My iPhone...
View ArticleClik here to view.
The two most common ways investors lose money
New Year’s investment resolutions After working as a financial advisor for six years and after reading tons of research, I have developed a good sense about how the average investor loses money. As the...
View ArticleClik here to view.
Do you want to be Morgan Stanley’s production?
Morgan Stanley Smith Barney I went to a Morgan Stanley financial advisor associate recruitment meeting recently to spy on how they train their new financial advisors. They have an extremely rigorous...
View Article
