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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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Charitable Giving – Trends and Strategies

Charitable Giving – Trends and Strategies

June 10, 2020

By Dale S. Lam, CPA / PFS, CFP® Summer, 2020, Excerpt from Strategent Financial Wealth Management Outlook 2020 According to most recent data from...

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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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Questions & Answers
Q: Why did you choose to establish your firm as an independent registered investment adviser?
A: Since we are independent, we have no proprietary investment products, sales incentives, or other financial bias, which means our investment recommendations to our clients are objective, free of conflicts of interest, and in their best interest.

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Our Latest Articles
Higher Interest Rates - Not the Death of the Economy
Higher Interest Rates - Not the Death of the Economy

October 10th, 2022

Women - Better Investors Than Men?
Women - Better Investors Than Men?

August 10th, 2022

Charitable Giving - Trends and Strategies
Charitable Giving - Trends and Strategies

June 10th, 2020

Investors Are Expecting Tax Advice
Investors Are Expecting Tax Advice

June 10th, 2019

Investment Advice from a Football Coach?
Investment Advice from a Football Coach?

October 10th, 2016

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