Lily Ho of Foresters Equity Services Inc.

Be Life Confident

As a financial consultant of JPL Financial and Insurance Services, Inc and Foresters Equity Services, Inc.'s , I am dedicated to helping my clients work toward improving their financial futures.  To do it right takes commitment and planning and the services of a capable financial professional like me.  I have the resources and knowledge to help you develop and implement a sound financial strategy.


My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through JPL Financial and Insurance Services, Inc. and Foresters Equity Services, Inc. and its affiliates, I can offer a broad range of financial products and services.  


To schedule a complementary consultation, you can call me at 626-589-6197 or email me at lily@lilyho.com or lho@forestersequity.com.  I am looking forward to work with you. 


 


Thank you for visiting my Web site!  Stay a while and browse its many features.


 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

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.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

More Newsletters →