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

Dealing with Losses

Early April showered us with a few days of strong stock market losses. The market [...]

The Downside of Certainty in Investing

Investors are always seeking for more certainty; we all want to know what the future [...]

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 [...]