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Higher Interest Rates – Not the Death of the Economy

Higher Interest Rates – Not the Death of the Economy

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...

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Women – Better Investors Than Men?

Women – Better Investors Than Men?

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. ...

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Investors Are Expecting Tax Advice

Investors Are Expecting Tax Advice

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...

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Investment Advice from a Football Coach?

Investment Advice from a Football Coach?

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...

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A Glimpse Towards the Future

A Glimpse Towards the Future

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...

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A Lesson from a Television Commercial

A Lesson from a Television Commercial

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...

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