Author Archives: Jonathan D. Lau, CPWA®, CFP®, AEP®
When a $20 Bill is Worth More Than $20
Last month’s global Windows outage, which took many businesses offline, is a great reminder of [...]
Beware of Complacency Creep
Complacency is defined as a quiet pleasure or security, often while unaware of some potential [...]
Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation. I am so grateful for [...]
Elections and Market Outcomes
Well, election season has started with the first presidential debate under our belt. This is [...]
Make this a Great Summer by Practicing Strategic Omission
As summer comes upon us, many people take time off work, travel, and spend time [...]