Nan Yin & Carolyn Juan
A Two-Generation Advantage

CONNECT

Address:

3141 Fairview Park Dr Ste 250
Falls Church, VA 22042-4508

Phone:

703-205-0338 <br>703-205-0405

Investing

Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Flipbooks

Research Articles

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck