Resources

Higher Interest Rates – Not the Death of the Economy

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...

READ MORE
Women – Better Investors Than Men?

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. ...

READ MORE
Charitable Giving – Trends and Strategies

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...

READ MORE
Investors Are Expecting Tax Advice

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...

READ MORE
Investment Advice from a Football Coach?

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 MORE
A Glimpse Towards the Future

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...

READ MORE
A Lesson from a Television Commercial

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...

READ MORE

Past performance is not a guarantee of future results.  Any indices referenced are unmanaged and cannot be invested in directly.  See Disclosures.