Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
Why Gratitude Matters Now More Than Ever
‘Tis the season of gratitude. Thanksgiving has a way of reminding us of what truly [...]
Are We Due For a Change?
The financial headlines can’t seem to agree. Yahoo! Finance warns of a “frothy, speculative market.”[1] [...]
The Costanza Investment Strategy
Seinfeld fans love the irrational antics of George Costanza, partly because we recognize pieces of [...]
Headlines & Truths
The media often run sensational, concerning headlines that can mislead investors who take them at [...]
Mastering the Mental Game of Investing
The best investors aren’t defined solely by knowledge or access to information. Much like world-class [...]