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Author Archives: PacWest

Mid-Month Market Cycle – April 2012 (Click Here)

Here’s the latest Mid-Month Market Cycle Monitor: Fundamentals Look Positive, Investor Sentiment Remains Negative To view the Mid-Month Market Cycle Monitor archive, click here.

Phoenix Business Journal’s Executive Profile – Grace Lau (April 6, 2012)

Reported by Jennifer A. Johnson, Reporter of Phoenix Business Journal on April 6, 2012 Always spend less than you make. Grace Lau has lived by that rule since peanut butter sandwiches sustained her as a college student. Now, as founder and CEO of PacWest Financial Management, she tries to pass along that wisdom.  But it’s [...]

Quarterly Newsletter – April 2012 (Click Here)

Here’s the latest Quarterly Newsletter: Market Overview; Tax Breaks Set to Expire at the end of 2012 & 15th Annual Client Appreciation Event To view the Quarterly Newsletter archive, click here.

Grace’s comments on AZ student loan default rate twice US average: An Extract from Phoenix Business Journal, March 16, 2012

Grace’comments on AZ student loan default rate twice US average …….. Grace Lau, President of PacWest Financial Management, Inc. in Phoenix, said she has concerns about the increasing debt load of college students and graudates.  “Young people are beginning their lives weighed down by debt, and the youngest ones do not even realize what is [...]

From ‘The Arizona Republic’ February 19, 2012/Business/ ‘What They’re Buying’ Column

Sees a shift favoring the stock market.  “Since  the beginning of 2012, investors have become more comfortable with equity investments,” Lau said.  “The positive news on employment and manufacturing along with better than expected fourth-quarter GDP…contributed to that sentiment.”  Lau looks for shares of companies that represent good values.  Some of her choices include PepsiCo [...]

Key Points of ‘Creating Your Legacy’ Workshop on January 25, 2012 (Presented by Mark Moritz, Esq., CLU, ChFC)

1. Biography of Speaker: Mr. Mark Moritz is an attorney in Chandler specializing in estate planning with an emphasis on ‘non-boilerplate’ situations.  In addition to his law degree from Arizona State University, he has also earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).   He was the past Chairman of the [...]

Congratulations to Grace Lau Being Recognized as Million Dollar Club Member 2011

Since 2000, the Arizona Woman Million Dollar Club has recognized thousands of women business owners whose companies generate $1 million or more in a given year. To qualify for 2011 membership, a woman must be at least 50-percent owner of an Arizona-based business that generated $1 million or more in 2010. Congratulations to Grace Lau, [...]

From The Arizona Republic, Dec. 19, 2011/Business/’What They’re Buying’

Notes that the stock market has recovered a bit lately due to better news related to China and Europe and stronger economic data in the U.S.  Still, she warns that the market could remain highly volatile.  “To control risk, one needs to keep a diversified portfolio,” Lau said. Some of her favorites include HSBC Holdings [...]

From The Arizona Community Foundation Annual Report 2011 – The Lau/Tsui Family

Appreciation for the Value of Education, Dates Back to a Family Tradition of Dreaming Big and Fulfilling Responsibilities

2 minutes with Grace Lau

Grace Lau was interviewed by Phoenix Business Journal recently.  Here’s the article published on July 8, 2011.

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