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