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We have used James Tso as our financial advisor for more than 20 years. We review with him our portfolio several times a year, as we determine a need. Jim would like that to be done more often but we are happy with our current arrangement.

Our portfolios have risen with or without the market rising over the years. We particularly appreciated the recovery from the 2000-2002 dip in market value following the burst of the real estate “bubble” and micro companies demise as well as the difficulties in 2007-2008.

As we have removed fund from our retirement accounts as required by law, we have been particularly happy with the growth of those funds to replace that which we had to withdraw fully to refill the accounts!

In short, Jim has provided an outstanding service to us and to others of our acquaintances, is sensitive to our individual needs and we recommend him to any and all investors.


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Jim Tso wants to “give back” and share his 35+ years of successful personal money management experience to help others to achieve their financial goals. Jim created this InvestBetterSpendSmarter blog (IBSS) to provide you with free investing, planning, savings, retirement, and inspirational tips derived from his unique, innovative, and proven approaches to money management. He welcomes and appreciates your feedback.

Jim would also appreciate it if you would kindly share our IBSS website and blogs with your family, friends, and business associates. Thank you!

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