Personal-Finance

42 pages

• 《资产配置行动指南》 / Asset Allocation Action Guide

  entity Updated 2026-08-06
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• 1:1:1 Allocation Anchor

  concept Updated 2026-08-06
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• 131.我在日本买了一套自住房

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  2025-06-03
• 166.普通人能从机构投资者身上学到什么？｜串台投资ABC

  source
  2026-05-12
• Bank Wealth Product Suitability / 银行理财产品适配

  concept Updated 2026-08-07
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• Client-Centered Wealth Management / 以客户为中心的财富管理

  concept Updated 2026-08-07
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• Consumer Loan Risk

  concept Updated 2026-07-17
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• Credit Card Debt Mechanics

  concept Updated 2026-07-07
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• Elderly Care Financial Fraud

  concept Updated 2026-07-07
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• EP239 和大咖聊聊：金价又双叒叕飙了，普通人还能上车吗？

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  2025-12-29
• EP24 房贷车贷消费贷，贷贷为奴，代代还

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  2024-04-22
• EP28 百年金融诈骗史：阶级跨越与锒铛入狱的距离

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  2024-05-20
• EP64 投资路上踩坑无数，如今的我刀枪不入

  source
  2025-05-25
• Frank (life-settlement seller)

  entity Updated 2026-08-15
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• Goal-Based Client Profiling / 目标导向客户画像

  concept Updated 2026-08-06
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• Human Capital Inflation Hedge

  concept Updated 2026-08-06
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• Insurance Policy Loan Fraud

  concept Updated 2026-07-07
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• Insurance Sales Trust

  concept Updated 2026-07-14
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• Investment Fraud Red Flags

  concept Updated 2026-07-12
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• Investment Liquidity Tradeoff

  concept Updated 2026-08-18
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• Japanese Mortgage Insurance Bundle / 日本房贷保险组合

  concept Updated 2026-08-06
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• Japanese New-Build Condo Buying / 日本新建公寓购房

  concept Updated 2026-08-06
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• Japanese Property Holding Cost / 日本房产持有成本

  concept Updated 2026-08-06
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• Life Settlement

  concept Updated 2026-08-15
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• Loan Intermediary Risk

  concept Updated 2026-07-07
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• Mortgage Approval

  concept Updated 2026-08-06
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• Ordinary Investor Macro Boundary

  concept Updated 2026-08-06
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• Overseas Insurance Risk

  concept Updated 2026-07-07
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• Personal Capital Duration Advantage / 个人资金期限优势

  concept Updated 2026-08-06
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• Personal Credit Record

  concept Updated 2026-07-17
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• Personal Pension Account / 个人养老金账户

  concept Updated 2026-07-15
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• Pig Butchering Scam

  concept Updated 2026-08-07
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• Portfolio Suitability

  concept Updated 2026-08-15
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• Savings-Style Insurance

  concept Updated 2026-08-15
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• Solo Aging Planning / 单身养老规划

  concept Updated 2026-08-06
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• vol.101.既安全、收益又高、流动性还好的投资到底存在吗？

  source
  2024-10-28
• vol.105.如何判断一个投资组合是否适合自己？

  source
  2024-11-25
• vol.109. FOF派VS指数派，关于个人养老金账户该配什么的一场辩论

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  2024-12-25
• vol.110.投资就是对世界观的投票｜《迈出资产配置第一步》完结篇

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  2024-12-30
• vol.118.单身人士养老指南：不是孤独的代名词，是更早掌握人生的主动权

  source
  2025-02-28
• Wealth As Capability And Rights / 财富作为能力与权利

  concept Updated 2026-08-06
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• Work-From-Home Scam

  concept Updated 2026-07-12
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