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
08/07/2026
Borrowing Against Your Birkin Borrowing against luxury goods offers tax advantages (no capital gains trigger) and preserves ownership amid rising values in categories like rare watches and limited-edition handbags.
08/06/2026
How To Borrow Against Your Stocks — And When You Shouldn't Borrowing against your stock portfolio can free up cash without selling appreciated shares. Here's how a securities-backed line of credit works, and the risks.
08/05/2026
How to Identify Emerging Trends in Real Estate Investing Spot early commercial real estate trends by tracking demographics, local activity and long-term market signals to identify opportunities before they become widely recognized.
08/04/2026
Good vibes are masking a reset in markets Stock market returns should not distract investors from the new AI trade taking hold.
08/03/2026
Can I use a securities-based loan to pay off a tax bill? You're facing a not-insignificant tax bill and considering your options. You don't have available liquid assets to easily cover the tax owed, and you're reluctant to sell investment assets in your portfolio because you don't want to disrupt your overall investment strategy; you're also concerned abo...
08/02/2026
What will murder the bull market? The key to the eventual end of the bull market will be rate rises of a scale to challenge economy wide corporate profits and cash flows.
08/01/2026
Storm clouds gather over America’s financial supremacy As countries turn finance into a geopolitical tool, the global payments system is starting to splinter—and that shift could create real pressure for American firms.
08/01/2026
How to Use Price and Value to Make Better Investment Decisions Price is more volatile than value. Therein lies the opportunity. Sentiment drives stock prices in the short-term, but intrinsic value drives prices in the long run.
07/31/2026
What the world learned from the American century: The global wealth pyramid turns into a fat diamond spinning top Global wealth is rising fast, but the bigger story may be who is actually feeling it—and who isn’t.
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Austin, TX
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |