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Other Resources

Top Ten Facts About Social Security

Social Security provides a foundation of income on which workers can build to plan for their retirement. It also provides valuable social insurance protection to workers who become disabled and to families whose breadwinner dies.

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The Underlying Driver of Retirement Risk

America’s Baby Boomers are at the threshold of the most widely heralded passage into retirement of any generation. Maturing into seniorcitizen status brings to the forefront major concerns for their financial security and wellness.

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It’s Looking A Lot Like The Dot-Com Crash Again. Is The Economy Headed For An Early 2000s-Style Recession?

The dot-com crash haunts the memories of many of the more seasoned investors on Wall Street, and this year’s stock market rout is conjuring up some serious déjà vu.

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Stock Market Will Tank In Stagflation Scenario, Bank Of America Warns

The S&P 500 has gotten obliterated in a widespread sell-off this month, and the benchmark index is likely to drop even lower if the economy experiences a return to 1970s-style stagflation, according to Bank of America analysts.

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A 'Summer Of Pain' Is Shaping Up For US Stocks, With A 45% Slide From The S&P 500's Top On The Cards, Guggenheim’s Scott Minerd Predicts

The stock markets are in for a grim summer with the Nasdaq Composite and S&P 500 in for huge slides, according to Guggenheim's Scott Minerd.

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US 'Heading Into A Very Serious Recession' Later This Year, Venture Capitalist Warns

Craft Ventures co-founder and general partner David Sacks warned on Thursday that the U.S. is headed for a "very serious" recession later this year as markets have been experiencing the "worst downturn since the dot-com crash."

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Nasdaq’s Nosedive Nears Pandemic Crash Of 2020

In the current market downturn, while all three of the major averages have been hit, investors have hammered the Nasdaq Composite the most. It's down 27% this year.

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Approaching Retirement? T. Rowe Price Says You Need This Much Saved Based on Your Income

Retirement is a big milestone for many, and planning for retirement can constitute a large financial goal that takes years to reach.

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Why The U.S. Stock Market Is Tumbling In 2022

The S&P 500, which is widely considered to be the main benchmark for U.S. stock market performance, declined 13.3% through April, the steepest four-month drop to start any year since 1939.

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Paul Leatham

"Dr. Wong gives a straight forward presentation to maximize investment earnings by placing money into tax savings investments outside of the stock market. I learned several investment strategies I had never heard before covering what may be in the best interest of the investor instead of the financial firms ..."


DDS Paul Leatham

Ambassador at the 2017 Western Regional Dental Conference

Danette Earnest Keller

"I would be interested and excited to invite my clients to hear about his tax strategies and feel that this would be an added value we would be able to offer our clients."


Danette Earnest Keller

Williams Real Estate Broker

Stephanie Gonzalez

"He is engaging, funny, articulate and left our audience members wanting more information and insight. He truly understood our audience and quickly gained supporters ..."


Stephanie Gonzalez

Program Chair, Realty Executives, Phoenix AZ

Les Taylor

"I am writing this testimonial letter to applaud the competency and expertise of Dr. Harold Wong. As the former Assistant Police Chief of Tempe, AZ, I appreciate someone who is honest as well as competent. I have known Dr. Wong for many years as we see each other most months at the meetings of the National Speakers Association, AZ Chapter."


Les Taylor

President/CEO of Achievement Solutions, LLC and Retired Assistant Police Chief of Tempe, AZ

Office Address

2141 E. Broadway Road
Suite 101
Tempe, AZ 85282

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