Category Archives: Grace’s Blog
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.
University of Wisconsin, Eau Claire, President’s Award Speech, Grace Y. Lau, CFA, May 21, 2011
The year was 1949. A young Chinese couple left China for Hong Kong because the communist took over the country. The first of four children was born in 1950. It was always the mother’s dream to send her children to America to attend college. She was one year away from college graduation and could [...]
From ‘The Arizona Republic’ May 22, 2011/Business/’What They’re Buying’
Lau believes U.S. companies will continue to deliver strong earnings for the remainder of 2011 and that stock prices will move higher as a result. She favors stocks over bonds and has been buying International Business Machines Corp. (IBM), oil-industry services provider Schlumberger N.V.(SLB) and pharmacy benefits manger Express Scripts Inc. (ESRX).
PACWEST FINANCIAL MANAGEMENT, INC. AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE
TOP INDEPENDENT ADVISORS SUMMIT Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers ORLANDO (March 23, 2011)— Grace Lau, CEO of PacWest Financial Management, Inc. attended the third-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value [...]
From ‘The Arizona Republic’ February 27, 2011/Business/’What They’re Buying’
Remains bullish. “An expanding economy supported by low interest rates with low inflation and improving corporate profits provides a favorable environment for stocks,” she said. Favorite stocks are Teva Pharmaceutical (TEVA), Microsoft (MSFT) and PepsiCo (PEP), global companies with strong cash flow that trade at reasonable valuations.
