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

October 12, 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...

July 30, 2015

By Dale S. Lam, CPA / PFS, CFP® July, 2015, Excerpt from Quarterly Client Commentary One of the greatest challenges facing investors today is the...

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...

April 30, 2014

By Dale S. Lam, CPA / PFS, CFP® April, 2014, Excerpt from Quarterly Client Commentary It’s that time of year again. The one where we spend nights...

April 10, 2014

By Dale S. Lam, CPA / PFS, CFP® April, 2014, Excerpt from Strategent Financial Wealth Management Outlook 2014 Why invest like a girl? Because...

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...