In this video, I will talk about...

What is portfolio rebalancing? 
How can you benefit from it?
Why do you need to rebalance a portfolio?
When should you rebalance a portfolio?
How to rebalance a portfolio.
What are the ways to rebalance a portfolio?

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

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What Is Portfolio Rebalancing And How You Can Benefit From It | Tan Phan, MSFP, CFP®

Hi, my name is Tan Phan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. I have done over a thousand insurance policy reviews with clients and came up with a list of questions that are important to understanding existing life insurance policies. I am making this clip because I want to share the questions with you so you can better understand your current life insurance policies.

Please visit my website for the full video transcript: https://tanphan.com

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How To Understand Your Existing Life Insurance Policy | Tan Phan, MSFP, CFP®

What is strategic asset location and their advantages in portfolio construction?

All investment gains are not taxed the same.

Why does strategic asset location matters to you?

Asset location is different from asset allocation.

You control how your investments are taxed.

Questions to ask yourself to assist you in determining which investments should go where.

Best practices.
1. Set your goals.
2. Set your account types.
3. Set your asset allocation.
4. Set your asset location.

It’s not what you make, it’s what you keep that matters.

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

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Strategic Asset Location - A Tax - Smart Strategy For Portfolio Construction | Tan Phan, MSFP, CFP®

Why Gains And Losses Are Not The Same In Psychology And Investment Management.

It is a good concept to be aware of so you can become a better investor.
Why does this concept matter to you?
Two simplest ways to manage portfolio risks

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Connect with me on Facebook: https://www.facebook.com/tancfp

Why Gains And Losses Are Not The Same In Psychology And Investment Management | Tan Phan, MSFP, CFP®

Hi, my name is Tan and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. I want to walk you through the general process of buying a life insurance policy, what the steps are, and what to expect. This is regardless if it’s a term policy or a permanent policy.

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

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Life Insurance Application Process And Best Practices | Tan Phan, MSFP, CFP®

Hi, my name is Tan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. If you are in the market for a term life insurance policy, this clip can assist you in making an informed decision when buying a term life insurance policy.

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

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Your Guide To Buying A Term Life Insurance Policy | Tan Phan, MSFP, CFP®

Hello everyone, my name is Tan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner based in the San Francisco Bay Area. Today, I am going to talk about the 5 types of benefits Social Security pays; retirement, disability, family, survivors, and Medicare.
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TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Connect with me on Facebook: https://www.facebook.com/tancfp

5 Types of Social Security Benefits: Retirement, Disability, Family, Survivors, and Medicare

Hi everyone. My name is Tan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. Today, I am going to talk about Social Security spousal benefits.

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

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Social Security Spousal Benefits | Tan Phan, MSFP, CFP®

Hi everyone, my name is Tan and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. I often get asked about Social Security benefits from clients and my friends’ parents. Here are some frequently asked questions on Social Security benefits.

TAN Wealth Management

Please visit my website for the full video transcript: https://tanphan.com/blog

Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan

Connect with me on Facebook: https://www.facebook.com/tancfp

Social Security Benefits - Frequently Asked Questions | Tan Phan, MSFP, CFP®

I provide comprehensive financial planning to individuals and families, specializing in helping clients like yourself to accumulate and protect wealth. I believe that a life lived for helping others with their personal finance is an existence spent wonderfully, and this is what I’ve dedicated my life to.
– Tan Phan

Your Trusted Advisor