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...
READ MOREPutting Interest Rates into Perspective
By Dale S. Lam, CPA / PFS, CFP® July, 2015, Excerpt from Quarterly Client Commentary One of the greatest challenges facing investors today is the...
READ MOREA 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...
READ MOREA Taxing Time
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...
READ MOREWarren Buffet Invests Like a Girl: And Why You Should Too
By Dale S. Lam, CPA / PFS, CFP® April, 2014, Excerpt from Strategent Financial Wealth Management Outlook 2014 Why invest like a girl? Because...
READ MOREA 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...
READ MOREPast performance is not a guarantee of future results. Any indices referenced are unmanaged and cannot be invested in directly. See Disclosures.