Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
Is the AI Bubble About to Burst?
Lately, the headlines have zeroed in on artificial intelligence. Some say AI is in a [...]
Feelings: When Good Instincts Backfire
In everyday life, our feelings help us survive and thrive. Fear keeps us out of [...]
New Market Highs: What They Mean for Investors
In late July, the stock market once again reached all-time highs, pushing higher despite ongoing [...]
The Upside of Low Expectations
We all strive for favorable outcomes such as financial security, peace of mind, and evidence [...]
2025 Market Twists & Turns
2025 has been a turbulent year for investors. From unexpected policy shifts to rising global [...]