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What we’re about

This is an idea and experience sharing and networking group for people who are looking learn and identify various investment strategies and options that work for them. 

We will discuss market dynamics, investment strategies, portfolio strategies, tax, behavior and other relevant market topics. We will talk about stocks, bonds, mutual funds, ETFs, commodities, etc. 

Also, we have recently expanded our agenda into real estate investing, 401k, commodities trading, private equity etc.

We will bring in industry speakers. For those who would like to present to the group, email connie.song1@gmail.com.

Our intent is to identify a path towards financial freedom for oneself and others. Welcome!