I’ve now been running this wealth management firm for over a decade. Don’t they say after 10 years you are an expert? Its been quite a ride. People who’ve been with me from the start have doubled their money – as promised. But now we are all 10 years older and 10 years is a… Continue reading Musing
Author: tim@chengwealthmgmt.com
Notary
I can notarize docs, call if you need!
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Please see attached Privacy Policy CHENG WEALTH MANAGEMENTPrivacy PolicyJanuary 01, 2025
Yes, I’m still here…
And are we still going to be here a year from now? Two? What about with all the tariff talk and uncertainty? Trump’s Tariffs Are the Toughest Since the Great Depression. The Dangers We’ve Forgotten.https://www.barrons.com/articles/trump-tariffs-history-great-depression-c999350e
Even Barrons…
I read an article on Barrons entitled, “Active Stock ETFs Are Thriving. Index Funds Will Probably Beat Them.” Which is a good title right? After all, with Index investing, you get: Lower Costs: Index funds typically have lower management fees compared to actively managed funds because they aim to replicate the performance of a specific… Continue reading Even Barrons…
Can AI make investment decisions?
Out of curiosity after the posting the last post, I decided to ask the AI itself this question… This is its response! While it is technically possible to have an AI make all your investment decisions, there are several important factors to consider before relying solely on AI for such matters. It is important to… Continue reading Can AI make investment decisions?
AI and the markets??
This is a different take. The other question is whether or not the AI can make investment decisions for you. Let me know what you think! https://www.dimensional.com/us-en/insights/the-difference-between-ai-and-markets
Living Trust
Creating a living trust can provide several benefits for people who want to manage their assets and property during their lifetime and after their death. Some of the main reasons why people create living trusts include: Avoiding probate: One of the primary benefits of creating a living trust is that it allows assets to be… Continue reading Living Trust
Q1 2023
Q1 2023 report
DFA #1
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’!!