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

Don’t Postpone Happiness

It’s hard to believe August is already here. Think back over the past few months. [...]

Volatility Is Part of the Price of Investing

According to a recent survey, half of respondents said they had become more conservative because [...]

Preparing for Election Season

As we move closer to the midterm elections, one thing is almost certain: political headlines [...]

Mid-Year Review: Headlines vs. Results

As we reach the midpoint of 2026, one lesson from the first half of the [...]

What Will Your Money Mean This Summer?

Summer has a way of changing perspective. People spend more time with family, travel more, [...]