Chao Zhang, CFP®, CFA® Think Different Wealth Advisors LLC
- 8636 Forest Glen Dr, Irving, TX 75063
- (469) 324-9007
- punb@guvaxqvssreragjrnygu.pbz
- https://www.thinkdifferentwealth.com/
About Chao Zhang, CFP®, CFA®
Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.
With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.
I am a fiduciary, fee-only advisor who is knowledgeable, skilled in investing, responsive, willing to listen, not judgmental, and above all else, always putting your interests first. Look no further. I am ready to serve.
Please visit my website to learn more about my bio, services, and pricing.
Recently Published
Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills
May 17, 2022Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills
Think Different Wealth Advisors LLC
If you work for a publicly-traded company (and sometimes private ones too), you may have received restricted stock units (RSUs) as part of your stock compensation. If your RSU compensation is significant, it can often lead to unexpectedly large bills at tax time. This article explores the taxation of RSUs, the problem with RSU tax […]
The post Understanding RSU Taxation and Why RSUs Can Cause Massive Tax Bills appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.
Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy
April 14, 2022Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy
Think Different Wealth Advisors LLC
Good news! For those who have purchased Series I Savings Bonds (iBonds), the interest rate for the next 6 months will adjust shortly to 9.6%! The official rate will be announced in May, but I am highly confident in this estimate based on the observed inflation rate over the past 6 months. If you haven’t yet […]
The post Series I Savings Bonds at 9.6% and Advanced Gift Box Strategy appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.
Market Outlook April 2022
April 6, 2022Market Outlook April 2022
Think Different Wealth Advisors LLC
The first quarter of 2022 saw inflation risk, interest rate risk, and geopolitical risk rise to the forefront. With the S&P 500 down 5% this year, is this another opportunity to buy the dip or just the beginning of a larger selloff? Vanguard recently released their 10-year asset return outlooks and projected a rather poor […]
The post Market Outlook April 2022 appeared first on Think Different Wealth Advisors LLC written by Chao Zhang.
Ideal Clients
- Gen Y/Millennials
- Mandarin Speakers
- Medical Professionals
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $400+/mo
- Quarterly Fee: $1200+/qtr
- Assets Under Management: 1.00%
