What Warren Buffett Might Like about the Rockefeller Trust

Mar 02, 2016

Uncategorized

3/2/2016 AZ Republic by Dr. Harold Wong Warren Buffett is the 3rd wealthiest person in the world and is also known as “The Stock Market King”. The Rockefeller Trust was used extensively by John D. Rockefeller, who was the wealthiest man in the world 150 years ago when he consolidated the oil industry. Both were […]


Customer Service Can Make or Break a Business

Aug 22, 2014

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8/22/2014 AZ Republic by Dr. Harold Wong Over the past year, I’ve done a lot of traveling and noticed how various businesses either show great, average, or poor customer service. Now that we have the internet and social media, deficiencies in a business can be seen by the whole world. Let me list some examples […]


Social Security & Baby Boomers’ Retirement Plan

Jun 13, 2014

Baby Boomers & Money, Social Security, Uncategorized

6/13/2014 AZ Republic by Dr. Harold Wong For Baby Boomers born between 1943-54, Full Retirement Age (FRA) for full Social Security (SS) is age 66. This contrasts to the age 65 that was FRA for decades since the Social Security Act was passed in 1935. For those born in 1955, FRA is 66 plus 2 […]


Free Seminars

Mar 02, 2014

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Real Estate Investments in the Bakken Oil Boom!

Jun 01, 2013

Bakken Oil Boom, Real Estate, Seniors & Money, Uncategorized

(Special to the 6/1/2013 AZ Republic by Dr. Harold Wong) On April 20, 2013, I landed in Minot, North Dakota. I drove 600 miles and visited real estate projects in 7 different cities in the Northwest part of North Dakota where the Bakken Oil Boom is occurring. There are many high-paying jobs and the median […]


Nov 21, 2012

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Nov 20, 2012

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Greatest Generation, Baby Boomers, and Generation X

Jul 18, 2012

Baby Boomers & Money, IRA, Multi-Generational IRA, Risk vs. Returns, Seniors & Money, Uncategorized, Wall Street

(July 18, 2012 AZ Republic by Dr. Harold Wong) This article will cover the differences of 3 generations. In my office, I see many grandparents, who often have very different values from their kids and grandkids. These value differences are perplexing to the grandparents who are deciding what to do with their life savings. The […]


Baby Boomers: A Time for Financial Reflection!

Jul 04, 2012

Baby Boomers & Money, Real Estate, Risk vs. Returns, Seniors & Money, Uncategorized, Wall Street

(Special to the 7/4/2012 AZ Republic by Dr. Harold Wong) This article is published on July 4, 2012, America’s Independence Day. Today, many Baby Boomers face major unemployment, decreased home values, and an uncertain stock market. I will assume that the Baby Boomer is 50 years old in the following examples. Here are some major […]


Greed versus Regret

Jun 20, 2012

Annuities, Avoiding Investor Scams, Baby Boomers & Money, Bonds, CD, Real Estate, Risk vs. Returns, Seniors & Money, Uncategorized

(Special to the 6/20/12 AZ Republic by Dr. Harold Wong) Greed versus Regret are 2 opposing emotions. This article will cover 2 examples, where the consequences can be devastating for the families involved. Example 1: “I want to buy that big house in 2005 because my friends are all buying big houses”. The family buys […]