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

Intentional Gratitude

Tis the season of gratitude. Thanksgiving is perhaps one of the most underappreciated holidays, but [...]

Pragmatic Perspectives

Year-to-date, the stock market is down 18%. Bonds are down 15% and the supposed inflation-fighting [...]

Everything is Transitory

Last year we were told that inflation was transitory. This year we learn that it [...]

Investing in a Bear Market

Investing in bear markets can be scary. Anxiety, concern, and fear are normal to feel. [...]

Chasing Returns

A favorite (and costly) pastime of investors is to invest in assets that have recently [...]