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 [...]
How to Invest at All-Time Highs
We are currently experiencing several all-time highs. Home prices, net worth, corporate earnings, and the [...]
What Investors Can Learn from Athletes
Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want [...]
March Madness – Stock Market Edition
As we prepare for basketball’s march madness tournament, it is a good time to reflect [...]
Succeeding in Self-Control
Self-control is an important characteristic to develop that can help us in all aspects of [...]