Higher Interest Rates – Not the Death of the Economy
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?
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
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
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?
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
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
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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