Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
Investing at the Worst Time
March was a maddening month, not for basketball but all the negative headlines. We saw [...]
Is Warren Buffett Bearish?
Last month, Berkshire Hathaway held its annual shareholder meeting which included Buffett’s famous letter to [...]
5 Years Later – Three Major COVID Takeaways
Five years ago this month, we were getting familiar with COVID-19, from both a health [...]
Why We Diversify
The simplest and truest reason as to why we diversify is that we don’t know [...]
Is the Economy Good or Bad?
Investors often ask about how the economy is doing. This is no surprise because we [...]