Thank you for all your good wishes.  Since I have been asked, here’s my recipe of success.  You might have noticed that when you need something seriously then the whole universe conspires to make it happen for you.  That’s exactly how I accomplished my goal.  Couple years ago the resources were not there, but today the innovative technology and fintech have made it possible.  You may have heard of robo advisory, if you Google you will find several firms like Betterment and Wealthfront.  Charles Schwab offers similar service called intelligent portfolio.  All these services allow you to diversify your portfolio and manage it at a minimal cost.  I am not the expert in the field, simply sharing the information that I found.   I would recommend that you do your own research before moving forward, but this is a resource that was not available a few years ago.

More importantly, the key to my success is my colleague Jimmy Pang from New York University.  He teaches courses including Fundamentals of Portfolio Management and Applied Equity Research at NYU.  Jimmy and I also participate in Baruch College student mentoring program.  We are like minded and strongly support education.  Jimmy is a great educator and mentor.  He inspired me to gain further knowledge and infused confidence in me that now I manage my personal affairs applying same due diligence and care that I offer to my clients.  If you wish to know more about Jimmy’s courses, please click here .
I hope you find the information helpful and beneficial.  Please let me know your thoughts.  I would like to hear from you.

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