Resources

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
Putting Interest Rates into Perspective

Putting 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 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
Charity

Charity

By Wayne B. Titus III, CPA/PFS, CISA, AIFA® Founder of AMDG FInanical, Plymouth, MI A Member of the FourSIGHT Alliance “Money is like...

READ MORE
A Taxing Time

A 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 MORE
Warren Buffet Invests Like a Girl: And Why You Should Too

Warren 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 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.