37 min

Young Professionals Financial Planning: have you done it right? | 年轻专业人士的财富管理: 你做对了吗‪?‬ Happy Hour Money Talk

    • Tech News

In light of Covid-19, whether you are struggling to recover from market downturn, or trying to profit from a recession, we think it is important to remind ourselves some investment fundamentals and set ourselves up for future successes in a "New Normal". This episode is going to offer you some practical tips on personal financial planning.
疫情下,无论你正在市场低迷中挣扎,还是想抄底获利,我们认为现在正是时机提醒自己一些投资基础知识,并为在新常态下的成功做好准备。 这一集我会和特邀嘉宾Maggie聊一聊个人理财的一些实用技巧。

-「投资理念」Investment philosophy | Rules of thumb | Understanding my financial situation - income statement & balance sheet
-「投资产品」Investment vehicles
-「不同人生阶段的规划」Goal setting | Book recommendations

主持:Amber
嘉宾:Maggie

Maggie Hao,新晋宝妈,特许金融分析师,理财爱好者。获得香港大学金融学硕士及UCLA Anderson MBA双硕士,香港及旧金山两地十年金融从业经验,曾就职于Bloomberg, 亚洲最大基金之一Sumitomo Mitsui Trust, 以及美国顶尖经济咨询公司Cornerstone Research。

In light of Covid-19, whether you are struggling to recover from market downturn, or trying to profit from a recession, we think it is important to remind ourselves some investment fundamentals and set ourselves up for future successes in a "New Normal". This episode is going to offer you some practical tips on personal financial planning.
疫情下,无论你正在市场低迷中挣扎,还是想抄底获利,我们认为现在正是时机提醒自己一些投资基础知识,并为在新常态下的成功做好准备。 这一集我会和特邀嘉宾Maggie聊一聊个人理财的一些实用技巧。

-「投资理念」Investment philosophy | Rules of thumb | Understanding my financial situation - income statement & balance sheet
-「投资产品」Investment vehicles
-「不同人生阶段的规划」Goal setting | Book recommendations

主持:Amber
嘉宾:Maggie

Maggie Hao,新晋宝妈,特许金融分析师,理财爱好者。获得香港大学金融学硕士及UCLA Anderson MBA双硕士,香港及旧金山两地十年金融从业经验,曾就职于Bloomberg, 亚洲最大基金之一Sumitomo Mitsui Trust, 以及美国顶尖经济咨询公司Cornerstone Research。

37 min