Posted by: Joseph Kuo | June 28, 2023
For those of us who invest in the stock market, let’s admit it— we’d all love to find that next Google, Apple, or Tesla that will propel our investment portfolios to life changing amounts of… Read More
Posted by: Joseph Kuo | June 14, 2023
I describe what I do as “financial life planning”. Oftentimes, when people hear that they are a bit confused and have questions. Most people are familiar with financial planners or financial advisors. But what is… Read More
Posted by: Joseph Kuo | May 30, 2023
As some of you might know, Collaborative Practice emphasizes the approach of working collectively and cooperatively to resolve financial disagreements or disputes within a family. The idea is that maintaining amicable and collaborative family… Read More
Posted by: Joseph Kuo | May 12, 2023
We all have the capability within ourselves to answer challenging questions and make difficult decisions. This was the third major takeaway from my trip to Zurich. Now when I mean challenging questions, I am… Read More
Posted by: Joseph Kuo | May 4, 2023
In an earlier article I talked about how financial planning actually needs a certain amount of chaos to be effective. In this article I will talk about how emotional feelings might have a useful… Read More
Posted by: Joseph Kuo | April 28, 2023
How the Chaos/Order Cycle Relates To Financial Planning During a session on mythology and archetypes, we discussed the concepts of form, chaos, order. and stagnation. The cycle of chaos and order is a common… Read More
Posted by: Joseph Kuo | March 20, 2023
This fall, my oldest child leaves for college and the beginning of his adult life. As that time draws near, I’ve been thinking about the example I’ve set for him and what I hope he… Read More
Posted by: Joseph Kuo | March 6, 2023
Whether we like it or not, money is very often intertwined with our personal values and feelings, including our own personal senses of freedom, security, and accomplishment. As difficult as it can be for one… Read More
Posted by: Joseph Kuo | February 24, 2023
Whether it’s a diet, household chores, or following a budget, it’s never fun to do anything you have to do, and it’s easy to let it fall by the wayside. But it is way more… Read More
Posted by: Joseph Kuo | January 13, 2023
Did you make a New Year’s Resolution for 2023? Every year, people talk about setting goals or resolutions for the new year. Inevitably, two-thirds of people who make New Year’s Resolutions abandon them within… Read More