JPL Financial and Insurance Service Inc.
Lily Ho, CFP®
Lily’s journey into finance was deeply influenced by her personal experiences. Lily is also fluent in Mandarin, Cantonese, and Hakka.
With 20+ years of experience, we provide tailored strategies to help you plan for retirement, manage risk, save for education, build wealth and create a legacy, all with resources to support your long-term success. After losing her father at the age of 14, she witnessed her mother’s strength and resilience as a single parent. Motivated to make a positive impact, Lily began her career in finance wh
06/02/2026
Why Treasury Yields Are Climbing and What It Means for the Economy Rising Treasury yields signal renewed inflation pressure and geopolitical risk, reshaping borrowing costs, markets and consumer finances. Confirm details with trusted sources.
06/01/2026
Party time for stock markets cannot last for ever Many investors, bankers and analysts are wondering not whether a reset in the markets is coming, but what the trigger will be.
05/31/2026
America is getting roasted by beef prices Protein-heavy diets are booming just as cattle supplies hit near-record lows
05/30/2026
A guide to ‘greedflation’ It’s when nobody is talking about greedflation that consumers should be most on their guard.
05/30/2026
Social Security Retirement Benefit Calculator - Married Couples Find out more
05/29/2026
Quiet Luxury is Out Tacky, in-your-face displays of wealth are all the rage among America's elite. Welcome to the Gaudy Age.
05/28/2026
AI Is Distorting Practically Everything About the Economy AI is making growth look better and the job market look worse.
05/27/2026
Roth IRA Basics: eGuide Roth IRAs are tax-favored financial vehicles that enable investors to save money for retirement. They differ from traditional IRAs in that taxpayers cannot deduct contributions made to a Roth. However, qualified Roth IRA distributions in retirement are free of federal income tax and aren't included....
05/26/2026
Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.
Apple, Berkshire and the virtue of patience Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.
05/25/2026
After about two decades of a secular bull market, stocks could see their fortunes reverse in 2030. Sanctuary's Mary Ann Bartels sees the potential for 20 years of flat stock returns. Fears of a "lost decade" have picked up as some see signs of an aging bull market.
A chief strategist thinks history points to a decadeslong bear market in stocks beginning in 2030 After about two decades of a secular bull market, stocks could see their fortunes reverse in 2030. Sanctuary's Mary Ann Bartels sees the potential for 20 years of flat stock returns. Fears of a "lost decade" have picked up as some see signs of an aging bull market.
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| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |