Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
Improving Your Investment Skill
Portfolio returns and achieving financial goals are a largely a function of two inputs: investor [...]
Speculating & Investing
When engaged in the activity of investing, we sometimes mistake speculation for investing. Understanding and [...]
Don’t Worry, Be Happy
These days it seems there is so much to worry about. The media is replete [...]
Resolutions and Habits
We are three months into 2021 and there is a good chance that half of [...]
One Year Later…
At certain anniversaries it can be helpful to pause and reflect on what happened over [...]