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 LauApril 26, 2023
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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 LauApril 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 LauJanuary 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 LauNovember 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 LauOctober 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 LauOctober 13, 2022
Protecting the Trustee from Investment Related Litigation
Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can
Jeremy LauSeptember 16, 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 LauAugust 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 LauJuly 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 LauMay 18, 2022