Jared Ong

Taking Advantage of Inflation

If you’re like me, shopping post-Covid has resulted in some serious sticker shock. In May, strawberry prices were up almost 27% because Driscoll’s under-estimated demand

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Jeremy Lau

The Prudent Perspective – Q3 2021

For the last year and a half, concerned about the US economy’s ability to sustain itself through a catastrophic pandemic, the Federal Reserve placed training wheels on the US monetary system that came in the form of a zero interest rate fed funds target and a quantitative easing (QE) program that involved the purchase of $120 billion of treasury and mortgage bonds monthly.

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Jared Ong

Do I Need to Pay Taxes on Inherited Assets?

Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering if you need to pay taxes. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.

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Behavior Investing
Jeremy Lau

Basic Concepts of Behavioral Investing

Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.

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Prudent Perspective July 2021
Jeremy Lau

The Prudent Perspective – Q2 2021

After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.

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