Wealth Management

TransGlobal Advisory

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TransGlobal Advisory provides highly personalized wealth management services based on our clients’ unique financial planning needs and personal aspirations. We create an individualized asset allocation strategy based on each client’s risk tolerance and personal investment goals.

TransGlobal Advisory serves the individual needs of its clients by guiding them through any stage of life, focusing on holistic risk management for asset growth and wealth preservation. Our team of experts, including CFP® professionals and CFA® charterholders, have a combined total of over 50 years of professional portfolio management experience.

Customer Centric Individually Tailored Wealth Management Services.

We promise to grow and protect your wealth.

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Market Update – 10/15/2021

October 19th, 2021|

The stock market rose this past week; we maintain the views of the previous two weeks: whether it can reach new highs or break below the current lows depends on economic performance during the ongoing epidemic.

Market Update – 10/8/2021

October 12th, 2021|

The debt ceiling reached a short-term agreement and default risk was postponed to early December.

Market Update – 10/1/2021

October 5th, 2021|

U.S. stocks have not fallen by more than 5% since October 30, 2020. The recent decline is still within the normal range, while Evergrande and debt ceiling news are drivers of market movement.

Market Update – 9/24/2021

September 28th, 2021|

The global stock market plummeted on Monday due to fears that China Evergrande Real Estate may be unable to repay its debts. While it may not have a major direct impact on the global financial market, it has been continuously cited as the reason for the market decline.

Market Update – 9/17/2021

September 21st, 2021|

House Democrats outlined a bevy of tax hikes. The proposal includes an increase of corporate income tax from 21% to 26.5%, minimum tax rate for overseas income of U.S. companies from 10.5% to 16.6%, and individual income tax rate from 37% to 39.6%, and a capital gains tax of 25%.

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