1. Consulting and Designing of Qualified and Non-Qualified Retirement Plans
  2. Estate Planning Strategies
  3. Business & Personal Insurance
  4. Asset Protection
  5. Investment Services
  6. Money Management
  7. Tax-Advantaged Distribution Strategies for IRAs

 

 

 

 

*Pai-Su Kang is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., member FINRA/SIPC733 3rd Ave. 2nd Floor, New York, NY 10017  (212) 661-1600. American Financial Alliance, Inc. is independent of Equity Services, Inc.

 

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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