Dale S. Lam, CPA / PFS, CFP®, Author at Strategent Financial

October 10, 2022

By Dale S. Lam, CPA / PFS, CFP® October, 2022, Excerpt from Quarterly Client Commentary 2022 has certainly seen its share of challenges...

August 10, 2022

By Dale S. Lam, CPA / PFS, CFP® Summer, 2022, Excerpt from Strategent Financial Wealth Management Outlook 2022 It has been studied for years. ...

June 10, 2019

By Dale S. Lam, CPA / PFS, CFP® Summer, 2019, Excerpt from Strategent Financial Wealth Management Outlook 2019 From a recent survey performed by...

October 10, 2016

By Dale S. Lam, CPA / PFS, CFP® October, 2016, Excerpt from Quarterly Client Commentary Fall is in the air as the leaves are starting to change...

April 30, 2015

By Dale S. Lam, CPA / PFS, CFP® April, 2015, Excerpt from Quarterly Client Commentary I recently attended an investment conference where one of...

January 30, 2014

By Dale S. Lam, CPA / PFS, CFP® January, 2014, Excerpt from Quarterly Client Commentary There is a commercial on TV that strikes me as both...