Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
Are We Due for a Change?
In January the stock market, despite years of high interest rates and recession concerns, hit [...]
A Robust Forecast for 2024
The brain may be filled with gray matter, but it hates gray areas. And there [...]
Who Would Have Thought? 2023 Year in Review
One of the best things about a year coming to an end is to look [...]
Achieving Success
As the year comes to an end, it’s a good time to reflect upon the [...]
Forecast Frenzy
Tis the season when financial institutions provide their forecasts for the coming year. Several firms [...]