Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
15 Years Later: Learning from the Global Financial Crisis
15 years ago the markets began to recover from the most severe economic crisis since [...]
Apr
How to Invest at All-Time Highs
We are currently experiencing several all-time highs. Home prices, net worth, corporate earnings, and the [...]
Apr
What Investors Can Learn from Athletes
Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want [...]
Mar
March Madness – Stock Market Edition
As we prepare for basketball’s march madness tournament, it is a good time to reflect [...]
Mar
Succeeding in Self-Control
Self-control is an important characteristic to develop that can help us in all aspects of [...]
Feb
Are We Due for a Change?
In January the stock market, despite years of high interest rates and recession concerns, hit [...]
Feb
A Robust Forecast for 2024
The brain may be filled with gray matter, but it hates gray areas. And there [...]
Jan
Who Would Have Thought? 2023 Year in Review
One of the best things about a year coming to an end is to look [...]
Jan
Forecast Frenzy
Tis the season when financial institutions provide their forecasts for the coming year. Several firms [...]
Dec