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

If Money Doesn’t Buy Happiness, What Does?

For centuries mankind has been searching for happiness. Regardless of culture, social status, or beliefs [...]

The Upside of Bear Markets

Bear markets, like large grizzly bears, are often associated with fear and running for safety. [...]

Attention Allocation

You may be familiar with the term asset allocation, which is how we divide up [...]

Trusting Your Investment Decisions

Sometimes investing is easy, sometimes it is more difficult. The last decade, except for a [...]

Surviving Volatility

When volatility increases, many investors become uncomfortable and may consider making changes to their investments. [...]