What Happens If There’s No Debt Ceiling Deal?
By John Lau May 17, 2023 – The high-level meetings between Republican leaders and President Biden have so far yielded no real progress on the debt ceiling, and with just two weeks until the “X” date (the date at which the Treasury hits the debt ceiling) many people are asking questions about what might happen […]
How saving for retirement has changed in 2023
May 17, 2023 – Managing Director, and Principal John Lau CPA,CFP was featured in SFGate discussing ‘How saving for retirement has changed in 2023.’ Lau says this 529-to-IRA conversion provision is helpful to parents and children alike. “That is actually a pretty good idea and we’ve been promoting that to clients who have young children,” […]
7 Strategies to Make Digital Marketing More Effective for Financial Advisors
May 17, 2023 – Chief Marketing Officer Lou Calabrese was featured in Financial Planning discussing ‘7 strategies to make digital marketing more effective for financial advisors.’ “This is your way of getting new businesses in the door other than the traditional ways like referrals, introductions from clients and centers of influence,” Calabrese said. Read the […]
An Irish Contrarian
May 17, 2023 Good morning, Perhaps it’s the Irish in me, but I am not a big fan of calm. I’m always looking over my shoulder for the storm it likely precedes. Stocks are stuck in one of the dullest trading environments in years, with traders seeming reluctant to make big bets ahead of a […]