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
What is the Best Retirement Account for Me?
If you haven’t yet considered your financial future, now is the time. Ideally, you should begin preparing for retirement as soon as you start earning
Jeremy Lau
May 18, 2022
Prudent Perspective Q1 2022
In mid-1979, oil prices more than doubled within twelve months. The forces that fed into the dangerous concoction that spawned the Energy Crisis included an exceptionally accommodative Federal Reserve that had kept rates low to combat a previous recession, a global surge in oil demand from a booming world economy, and a geopolitical conflict that drastically reduced oil output.
Jeremy Lau
April 1, 2022
Impact of Inflation: What Americans Can Expect in 2022
Millions of Americans are feeling the tangible effects of increased pricing on everything from strawberries to interest rates. In the throes of a global pandemic,
Jeremy Lau
January 28, 2022
The Prudent Perspective – Q4 2021
I’ve been down this road beforeAnd yeah I skidded but forget it.~ Drake Familiarity Breeds Acceptance 12 months ago the world exhaled a collective sigh
Jeremy Lau
January 20, 2022