The Golden Rule for Avoiding Probate
What’s the golden rule for avoiding probate? Create a plan. While that recommendation sounds both simple and nondescript, the truth is that an overarching plan
Jeremy Lau
May 24, 2023
The Prudent Perspective – Q1 2023
“Hell on Two Wheels, Until the E-Bike’s Battery Runs Out.”
In just the last few years, many local communities are coping with a uniquely 21st century moral hazard created by the pandemic: youth on e-bikes.
Jeremy Lau
April 26, 2023
The Prudent Investor Rule and UPIA: Intro to Trustee Investing
Fiduciaries carry a legal obligation to act in the best interest of another party. But how should a fiduciary apply this standard to investing assets?
Jeremy Lau
April 26, 2023
California Tax Extension Announced in the Wake of Winter Storms
In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March
Jeremy Lau
April 12, 2023
The Prudent Perspective – Q4 2022
Among the multitude of new buzzwords that proliferated in 2022, one that has been quoted with particular frequency in business parlance is the term, “hard landing.”
Jeremy Lau
January 12, 2023
8 Common Pitfalls of Investable Assets for Successor Trustees
It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As
Jeremy Lau
November 11, 2022
Leaving Your Job? Get Your Finances Squared Away
Thinking about leaving your job? You’re not alone. In November 2021, the nation’s quit rate reached an all-time high. Citing low pay, lack of advancement
Jeremy Lau
October 18, 2022
The Prudent Perspective – Q3 2022
A few years ago, Epicurious invited 50 people into their studios to attempt at cracking a walnut. The participants engaged a wide range of tools and devices—hammers, knives, mallets, meat tenderizers, screwdrivers, and fingers were all painstakingly employed to try to crack open these hard shells.
Jeremy Lau
October 13, 2022
Investing in Robinhood: Beneficiary Support Now Included
Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.
Jeremy Lau
August 24, 2022
The Prudent Perspective – Q2 2022
In sports, match momentum is tracked not by the current score, but team managers track the number of shots on goal and time of possession, on-base percentage and walks/hits per innings pitched, rebounds and turnovers.
Jeremy Lau
July 19, 2022