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

Don’t Let Scammers Spoil the Season

The holidays are full of surprises. Most are welcome. But scammers take advantage of the [...]

The Best Resource for Your Financial Questions

There is no shortage of financial news. You can read an article, watch an interview, [...]

3 Investor Concerns Today

Investors rarely have trouble finding something to worry about. Today, three issues in particular are [...]

What Is the Algorithm Giving You?

Think about what shows up in your social media feed. It isn’t random. The algorithm [...]

The $40 Trillion Debt Question

Recently, there has been a lot of talk about the U.S. national debt hitting $40 [...]