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

Would You Invest in This?

Imagine a hypothetical investment. Call it the Acme Fund. Over time this fund has been [...]

The Only Forecast That Matters

Most investors love economic and market forecasts. With the markets so uncertain and volatile, our [...]

2025’s Biggest Investment Lesson

One of the most important investment lessons of 2025 didn’t come from performance. It came [...]

3 Takeaways From Buffett’s Last Letter

Warren Buffett has officially stepped down from Berkshire Hathaway, and last month he wrote his [...]

AI Fatigue is Growing

If you’ve been following financial news, you’ve likely noticed a shift in how the media [...]