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Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®

Resolutions and Habits

We are three months into 2021 and there is a good chance that half of [...]

15
Apr
One Year Later…

At certain anniversaries it can be helpful to pause and reflect on what happened over [...]

01
Apr
Intellectual Humility

Humility, or I should say the lack of humility, is quality that is easy to [...]

01
Mar
The Lure of Envy

The color green is attributed to many positive things in life. Green is often used [...]

01
Feb
The Cost of Emotional Investing

Investors often respond emotionally to the market. And whether that emotion is fear of loss [...]

01
Jan
A Persistent Forecast for 2021

Persistent (def) – continuing to exist or endure over a prolonged period Wall Street forecasts [...]

01
Jan
Prospective Hindsight

The next twelve months may be an especially interesting time. There is hope, but there [...]

02
Dec
Intentional Gratitude

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but [...]

02
Nov
Uncertainty, Outcomes & Our Decisions

The brain has a lot of gray matter but hates gray areas. As a planning [...]

02
Oct

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