Prudent Perspective – Q1 2018
Two streaks broken in two weeks. UMBC’s win over Virginia broke a 135-game win streak of #1 over #16 seeds and the Dow and S&P
Jeremy LauApril 1, 2018
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Prudent Perspective – Q4 2017
“Every moment of light and dark is a miracle” – Walt Whitman. 2017 marked the first solar eclipse in the United States since 1979, perhaps
Jeremy LauJanuary 23, 2018
Portfolio Diversification: Correlation Risk Management
Should you care about “correlation”? Absolutely! Understanding correlation will help you master portfolio diversification.
Let’s begin with diversification. You’ve probably heard that diversification reduces investment risk, but how?
Jeremy LauMay 1, 2010
Fiduciary Account: How to Calculate Return on Investments
Note: This blog was updated for additional information in April 2025 In 2009 when visiting North Carolina, we stayed with dear friends on Lake Norman.
Jeremy LauJuly 1, 2009