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Blog


Beware of Emotions Affecting Your Money Decisions
Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious....
Wen Capital Advisory Group
Oct 31, 20173 min read


One Couple, Two Different Retirements?
After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about...
Wen Capital Advisory Group
Oct 23, 20173 min read


Having the Money Talk with Your Children
How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or...
Wen Capital Advisory Group
Oct 16, 20173 min read


Will You Be Prepared When the Market Cools Off?
Markets have cycles, and at some point, the major indices will descend. We have seen a tremendous rally on Wall Street, nearly nine...
Wen Capital Advisory Group
Oct 9, 20173 min read


Will You Really Be Able to Work Longer?
You may assume you will. That assumption could be a retirement planning risk. How long do you think you will work? Are you one of those...
Wen Capital Advisory Group
Sep 25, 20173 min read


Talking to Your Kids About Your Wealth
How can you convey its importance and its meaning? Are you an owner of a thriving business or a medical or legal practice? Are you a...
Wen Capital Advisory Group
Sep 18, 20173 min read


Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 70, claiming the...
Wen Capital Advisory Group
Sep 11, 20173 min read


Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial...
Wen Capital Advisory Group
Sep 6, 20173 min read


Saving More Money, Now & Later
You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per...
Wen Capital Advisory Group
Aug 30, 20173 min read


Should Millennials Be Your Money Models?
Gen Y is doing some things right when it comes to saving & investing. Financially, Generation Y is often criticized for being risk averse...
Wen Capital Advisory Group
Oct 2, 20163 min read


Welcome to Wen-Jing He's blog for Wen Capital Advisory Group!
The financial services industry is undergoing rapid changes these days. Today's clients are looking for a true financial "coach"; a...
Wen Capital Advisory Group
Dec 15, 20152 min read
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