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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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...
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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 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...
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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...
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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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