UPLIFT INVESTING is a registered investment advisor based in California with a mission to empower clients to take control of their financial future
As experienced and dedicated investment professionals,
we share a commitment to make financial knowledge accessible, and be there for our clients every step along the way.
Syl Yip, founder
specialized in asset management and corporate strategic initiatives implementation
with expertise in investment products, risk management and financial technology,
work experience from MSCI Barra, Citi Alternative Investment & INTL.
MBA from New York University and BA Economics & Statistics from UC Berkeley
SASB FSA, Series 7, 63, 65, 52 and 53, CFA, FRM and CAIA exams
Grace Qiu CFA, co-founder and business advisor
specialized in data and credit analysis.
At Citi, she was responsible for supporting financial and credit analysis.
MBA from University of Rochester and BA in Economics/Finance from Fudan University
Helen Liu, PhD CFA, business advisor
specialized in investment portfolio analytics and financial application development.
At MSCI Barra, she was responsible for supporting the company’s core analytical products.
Ph.D. in Physics from Cornell University and Engineering Physics from Tsinghua University
Finance concepts can be intimidating and frustrating. It doesn’t have to be.
Financial knowledge is essential, but it can be intimidating and frustrating to many. Online contents are plentiful, but they can result in even more confusion.
Working toward our mission to increase accessibility of financial knowledge, we enjoy working with our clients and bring forth clarify and confidence.
Here is a collection of interesting articles. Feel free to connect with us at connect@upliftinvesting.com
WSJ: Roth IRA Conversions: When’s the Best Time to Start?
Barron’s: Considering a Roth IRA Conversion? There’s No Time Like the Present.
Barron’s: How to Play the Downturn: Buy the Dip. Harvest Tax Losses. Do a Roth Conversion
Barron’s: HSAs Are Unappreciated and Underutilized
WSJ: Should ESG Funds Be In Retirement Plans?
TIME: Why Greening Your 401(k) Isn’t Easy as it Should Be
WSJ: Target-Date Funds: What You Need to Know
The Economist: Who buys the dirty energy assets public companies no longer want?