Chris Wang

Chris Wang is an Owner and Portfolio Manager at Runnymede Capital Management, a family-owned investment firm that has served institutions and high-net-worth individuals with integrity for over 20 years. The firm has a unique record of protecting clients’ assets from major “financial hurricanes” and offers a one-of-a-kind service sector strategy. Runnymede was named Best Customer Service in Investment Management at the 2012, 2013 and 2014 Captive Service Awards and nominated 2008 Manager of the Year by Financial Investment News.

Chris was recently named one of the Top 100 Most Social Financial Advisors by Brightscope. He is a contributor to Huffington Post and Seeking Alpha; and he has been quoted in major investment publications including Barron's and Forbes. Mr. Wang graduated magna cum laude with a B.S. in Business Administration from the University of Richmond. He is married, has a beautiful daughter, and is a diehard New York Mets fan.

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Recent Posts

An impartial review of the Nationwide New Heights 9 Fixed Index Annuity

The annuity business has grown in popularity as investors, especially those nearing retirement, look for options to protect themselves from stock market volatility and give them a decent income stream in retirement. With over $200 billion in annual sales, the annuity industry is big business with lots of salesmen trying to persuade you to make a purchase.

Today I will dig deep into the Nationwide New Heights annuity which has been requested by several readers. It currently is one of the top 10 best selling annuities on the market. Sales of indexed annuities, a fixed annuity that provides a minimum guaranteed rate of interest combined with an interest rate tied to movement of an index, increased to $14.6 billion in the 4th quarter of 2017, a 4.9% gain year over year.

Wang Brothers named on Investopedia 100 list of top influential financial advisors

Andrew Wang and Chris Wang were named on the Investopedia 100 list of influential financial advisors for the second consecutive year. Investopedia, a leading online source of trusted financial information and services, today announced its second annual Investopedia 100, a ranking of influential financial advisors based on social, digital and event clout.

The Investopedia 100 seeks to measure influence. It seeks to quantify the impact that advisors have on their clients and the broader financial community. Influence isn’t about being popular. It’s about helping others (although being popular helps if one’s popularity is tied to the mission of educating investors). In developing the list, Investopedia’s data sciences and editorial teams identified advisors across the country who are best able to engage with their audience across platforms and measured applicants’ reach, frequency of posting, and amplification.

An impartial review of the Global Atlantic SecureFore 3 Fixed Annuity

The annuity business has grown in popularity as investors, especially those nearing retirement, look for options to protect themselves from stock market volatility and give them a decent income stream in retirement. With over $200 billion in annual sales, the annuity industry is big business with lots of salesmen trying to persuade you to make a purchase.

Today I will dig deep into the Global Atlantic SecureFore 3 annuity which has been requested by several readers. It currently is one of the top 10 best selling annuities on the market. This is our first review of a fixed annuity as our previous reviews were for indexed and variable annuities. Fixed annuities are more straightforward and less complex so this should be shorter than our typical review.

An impartial review of the Global Atlantic SecureFore 5 Fixed Annuity

The annuity business has grown in popularity as investors, especially those nearing retirement, look for options to protect themselves from stock market volatility and give them a decent income stream in retirement. With over $200 billion in annual sales, the annuity industry is big business with lots of salesmen trying to persuade you to make a purchase.

Today I will dig deep into the Global Atlantic SecureFore 5 annuity which has been requested by several readers. It currently is one of the top 10 best selling annuities on the market. This is our first review of a fixed annuity as our previous reviews were for indexed and variable annuities. Fixed annuities are more straightforward and less complex so this should be shorter than our typical review.

Sinemia review: how to go to the movies for $5 or less

When I was in high school in the early 1990s, the local theater had student discounts for $4.95 movie tickets. It was a good deal saving a dollar and getting to see the latest blockbuster on the big screen. Today, ticket prices have soared to $15 at my favorite Regal Cinema and in New York City a standard 2D movie costs $17 and 3D is $21. Those prices are steep especially if you are taking the whole family. It is no wonder that people are forgoing theaters and often choosing streaming over the big screen. However, technology companies are trying to disrupt the space and get people back to the theaters.

Tidal wave of fund flows heading for mainland China

We all know that China has risen to the 2nd largest economy in the world; however how many China A-Share stocks do you own? The answer may surprise you. The answer is likely none. Even if you own an international ETF or mutual fund, the fact is that the main benchmark index MSCI doesn't include any China A-Share stocks from the Shanghai or Shenzhen exchanges, the 3rd and 8th largest in the world.

3 tips to turbo charge your 529 plan #529Day

 

May 29th has been nationally recognized as 529 College Savings Day, a way to raise awareness for the importance of saving early for college. My guess is that 99% of people have never heard of 529 Day so you are now ahead of the pack. The bigger problem is that more than two-thirds of investors don't know what 529 plans can do. Only 32 percent of people could correctly identify a 529 plan as an option for saving for college expenses, according to a survey by Edward Jones. That is a depressing number when you consider that 529 plans offer many tax benefits that help your investments grow over time. The biggest advantage is that investment earnings aren't subject to capital gains tax when used for qualified education expenses. Furthermore, 33 states and the District of Columbia sweeten the deal by giving residents a tax break if they invest in their state's 529 plan.

How to get your Amazon Prime membership for free

This month, Amazon raised prices on Prime subscriptions by $20 from $99 per year to $119. Some people aren't happy with a 20% increase which sounds like a lot but $20 isn't much in today's world -- probably the equivalent of a weekend dinner out. Because of the change, a friend of mine of Facebook asked, "Is it even worth it?" My answer is a pretty emphatic yes, especially when the Prime membership can effectively become free.

Fundamentals matter: the bull market grinds higher

After the historic low volatility seen in 2017, the first four months of 2018 have felt especially turbulent even though the market has largely moved sideways. The 24 hour news cycle has been louder and gives negative news more amplification. Worries this year have focused on the potential of trade war with China, rising inflation and interest rate hikes. While these are certainly legitimate concerns, we suggest to our clients and readers that you often need to turn off the news and simply focus on the fundamentals. The good news is that fundamentals from US corporations are still improving and point to a bull market that should continue to grind higher for the rest of the year.

3 tips to stop annoying and fraudulent robocalls

Spam phone calls have been a nuisance for years, but over the last several months, it seems like there's been a surge of them on our cell phones. Just yesterday, the FCC imposed a record fine of $120 million on a Florida man who is accused of placing nearly 100 million robocalls during a brief 3 month period as part of a "telemarketing scheme." Robocallers have made their calls even more deceptive by masking their spam with local, genuine looking phone numbers. Last year, the FCC voted on a rule that allows phone companies to block robocallers who use fake caller ID numbers to conceal their actual identities. So far, this has proved ineffective and Ajit Pai, the FCC Chairman, says that an estimated 2.4 billion robocalls are placed to Americans each month.

IMPORTANT DISCLOSURE INFORMATION 

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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