Great insight from our Anderson Lafontant, CFP®, including how to make sure your wealth advisor is a fit for you and your family.

Anderson Lafontant, CFP® does a great job breaking down what could happen when the 2017 Tax Cuts and Jobs Act expire. Her insights on how families can ‘use it or lose it’ and potentially save millions in estate taxes are invaluable.

Looking to invest outside the US? Blue Zone Wealth Advisors CIO Bryan J. Lee, CFA joined Schwab Network to discuss two European portfolio companies - Lonza Group and DSV

For entrepreneurs and business owners, exiting a business for retirement or another venture is often much more than a financial transaction. In a recent appearance on Enterprise Radio, Josh Sailar, CFP®, CPFA joins host Eric Dye to break down the preparation and mindset it takes to be mentally and emotionally ready to begin this process.

Judith Lu on Forbes Best-In-State Advisors List again!

“We pride ourselves on being active investors,” said Judith Lu, CEO of Blue Zone Wealth Advisors. “But it’s probably a better time for indexing today than a few years ago.”

It's never too soon to start planning for the future. While many people wait until they near retirement to seek out a financial planner, Blue Zone Wealth Advisors CEO Judith Lu spoke with Barron's on why younger investors are seeking out a financial advisor earlier in life.

“For most private investors, the world of alternative investments has been one historically shrouded in mystery and characterized by exorbitant fees and lack of transparency. Direct and efficient access to timely alternative investments is crucial in capturing private market opportunities as they emerge and evolve,” says Judith Lu, CEO of Blue Zone Wealth Advisors.

With the possibility of living beyond 100 years becoming more of a reality, it's beyond time to adapt financial planning strategies to account for extended life-spans.

“We have been defensive for quite some time,” Lu said. “If you’re overweight in equities, it would be a good time to start pulling that back, if you’re afraid of a default.”

Judith Lu has been named by Forbes as one of California's 2023 Best-In-State Advisors

Thinking of moving abroad? An important conversation to have is the one with your financial advisor. Blue Zone Wealth Advisors CEO Judith Lu spoke with Morey Stettner of MarketWatch about the financial complexities of moving overseas.

Josh Sailar spoke with SmartAsset on Using Withdrawal Rate Methodology in Financial Plans

Judith Lu has been named by Forbes as one of their 2023 Best-In-State Women Advisors

Blue Zone Wealth Advisors’ co-founder and CEO to be featured in an upcoming panel discussion focused on M&A trends and opportunities for organic and inorganic growth among registered investment advisors.

Josh Sailar speaks with Kiplinger on the effects of the strong dollar

Blue Zone Wealth Advisors CEO Judith Lu spoke with CNN about today's volatile market following the Fed's 7th consecutive interest rate hike and the largest drop in US retail sales in nearly a year.

What happens to your equity compensation if your company is acquired? Blue Zone Wealth Advisors CEO Judith Lu discusses how to navigate the world of stock options both pre- and post-buyout. 

Blue Zone Wealth Advisors Chief Investment Officer Bryan J. Lee, CFA joins TD Ameritrade to discuss two portfolio companies CoStar Group and Brookfield Asset Management

Judy Lu, Founder and CEO of Blue Zone Wealth Advisory discusses how to find financial peace of mind in a chaotic world, how to simplify your finances and align them to your values, and how to get started.

What's moving markets? Josh Sailar, CFP®, CPFA speaks with Benzinga

Blue Zone’s CIO Bryan Lee joins TD Ameritrade Network to reiterate our cautious and defensive stance despite the market’s recent rally

Blue Zone Wealth Advisors' CIO Bryan J. Lee, CFA joins TD Ameritrade to discuss why caution is still warranted in today's market and reasons to be bullish on portfolio companies BAM & WMB

Blue Zone’s CIO Bryan Lee joins CNBC’s Fast Money to pitch Brookfield Asset Management (BAM)

Blue Zone Wealth Advisor’s CIO Bryan J. Lee, CFA joins TD Ameritrade to discuss his market views and three current positions: CRM, WMB, BAM

It's everyone's favorite time of year - Tax Time! Blue Zone Wealth Advisors' CEO Judith Lu spoke to Glamour in a 3 part series on how to get your taxes in order, especially if life looks different post-pandemic.

Did you become an independent contractor during the pandemic? Blue Zone Wealth Advisors CEO Judith Lu speaks with Glamour in part 2 of a 3 part series on everyone's favorite subject - Taxes!

It's everyone's favorite time of year - Tax Time! Blue Zone Wealth Advisors' CEO Judith Lu spoke to Glamour in a 3 part series on how to get your taxes in order, especially if life looks different post-pandemic. 

Blue Zone Wealth Advisors’ CIO Bryan Lee joins Cheddar TV News to discuss the market environment and how oil prices impact the economy

Blue Zone Wealth Advisors CEO Judith Lu spoke with CNN's Paul LaMonica about how the Fed looks to combat inflation at their upcoming meeting and remain apolitical in front of November's midterm elections.

Blue Zone’s CIO Bryan Lee discuss why Blue Zone was positioned defensively entering into 2022 on TD Ameritrade Network

The pandemic has changed the way many people view their financial situations, and by extension the role a financial advisor may play in their lives. Blue Zone Wealth Advisors' CEO Judith Lu recently spoke to US News & World Report on the importance of having a trusted advisor during turbulent times and what to look for.

What does it take to thrive and succeed as a powerful woman? Judith Lu, Founder and CEO of Blue Zone Wealth Advisors spoke with Authority Magazine on the biggest challenges faced by women leaders, why society still feels uncomfortable with strong women and what we can do to change that. She shares what led her to entrepreneurship and the lessons that she's learned along the way.

Blue Zone’s CIO Bryan Lee rejoins the Money Life Show to discuss Blue Zone’s investment philosophy and two portfolio companies: Equifax and Elastic

Blue Zone Wealth Advisors CEO Judith Lu joined Cheddar News to discuss the pros and cons of dividend stocks and what they bring to your portfolio.

Blue Zone’s CIO Bryan J. Lee, CFA on what investors should look for from Fed Chair Jerome Powell in Jackson Hole this Friday on Bloomberg TVs Daybreak Asia.

Blue Zone’s CIO Bryan J. Lee, CFA discusses where he sees opportunity in growth stocks, namely CRM, TTD, and ESTC, on TD Ameritrade Network.

Blue Zone’s CIO Bryan J. Lee, CFA joins Bloomberg Radio to discuss current market dynamics and also highlight three portfolio companies: OKTA, DIS, MKL

Blue Zone’s CIO Bryan J. Lee, CFA joins TD Ameritrade Network to discuss investing in an inflationary environment and three portfolio companies: USFD, HCA, V

Read why Josh Sailar, CFP®, says inflation doesn't mean panic.

Blue Zone’s CIO Bryan J. Lee, CFA explains why a barbell strategy between both Growth and Value stocks makes sense in today’s current environment.

Blue Zone’s CIO Bryan J. Lee, CFA joins Cheddar TV to discuss Inflation, The Fed, and two of his favorite stocks: CRM and TMO

Blue Zones CIO Bryan J. Lee, CFA offers a solution for income in a potential rising interest rate environment.

Blue Zone Wealth Advisor's CIO Bryan J. Lee, CFA returns to TD Ameritrade Network to discuss the overall market dynamics around inflation expectations and two portfolio companies: Ulta and Okta.

Blue Zone Wealth Advisors CIO Bryan J. Lee, CFA joins Market On Close on TD Ameritrade Network to discuss the market environment and a couple of Blue Zone’s investments.

Should we be worried about inflation? Blue Zone Wealth Advisors CEO Judith Lu discusses with Real Simple the prospects of inflation in 2021 and whether or not we should be panicking.

Blue Zone Wealth Advisors CEO Judith Lu spoke with Bloomberg TV on what President Biden's proposal to double the capital gains tax rate means for investors. Full episode (tune in at the 16:10 minute mark)

Big spenders live for now. Their future-oriented counterparts, like Gronk, would rather skip flashy spending in favor of a simple life and an early retirement.

Blue Zone Wealth Advisors CIO, Bryan J. Lee, CFA, shares his thoughts on Blue Zone’s Investment Philosophy with Chuck Jaffe on the Podcast Money Life.

Blue Zone Wealth Advisors CIO Bryan J. Lee, CFA was asked 5 Stocks that could Thrive Under A Biden Presidency by Fortune Magazine.

Christine Shaw recently spoke with Judith Lu, Founder and CEO of Blue Zone Wealth Advisors about Judith's experience in financial services, and why she finds it so rewarding to work with clients to achieve their goals and give back to the community.

Blue Zone Wealth Advisors CEO Judith Lu appeared on Bloomberg TV to discuss Biden's $1.9 trillion stimulus plan and its impact on markets. View full episode here.

Judith Lu discusses the philosophy behind her firm Blue Zone Wealth Advisors and her journey through the financial services industry on Thrive Global.

Why is Ebitda an important metric for investors? Blue Zone Wealth Advisors CIO Bryan J. Lee, CFA explains in US News.

What are the best stocks to buy in 2021? Blue Zone Wealth Advisors CEO Judith Lu discusses with Forbes the importance of exercising caution when selecting stocks that may be poised for a rebound in 2021

Blue Zone Wealth Advisors' Josh Sailar, CFP®, CPFA discusses how you can prepare yourself (and your money) for Covid-19 in 2021. Read the full article here.

How has COVID-19 affected how we communicate with clients? Blue Zone Wealth Advisors CEO Judith Lu spoke with Investor's Business Daily on how advisors have adapted their business models during the pandemic.

It's important to know how advisors get paid. Blue Zone Wealth Advisors' Josh Sailar, CFP®, CPFA discusses the differences between fee-based and fee-only advisors with PLANSPONSOR.

Are retail stocks making a comeback? Blue Zone Wealth Advisors CEO Judith Lu appeared on TD Ameritrade's Market Overtime Report to discuss how consumer companies are repositioning themselves during the COVID-19 pandemic.

Blue Zone Wealth Advisors CEO Judith Lu appeared on Bloomberg TV to discuss recent market volatility and her outlook as Europe announces renewed COVID-19 lockdowns and the US heads to the polls to vote (tune in at the 4 minute mark).

Blue Zone Wealth Advisors CEO Judith Lu appeared on Bloomberg Radio to discuss the recent tech sell off and her outlook amid the threat of a new COVID-19 wave and a heated election season.

Blue Zone Wealth Advisors' Josh Sailar discusses planning for the unknown and returning to work with Kiplinger.

Blue Zone Wealth Advisors’ Josh Sailar, spoke with US News' Paulina Likos to share insights on preferred equities in a low interest rate market.

Blue Zone Wealth Advisors CEO, Judith Lu, discusses with Financial Advisor Magazine some creative ways she is helping clients to mitigate taxes.

While the NASDAQ is up over 20% YTD, the Russell 2000 is still down -8% YTD. Is it time to rotate into small caps? Blue Zone Wealth Advisors' CEO, Judith Lu, connected with CNN's Paul La Monica to discuss the potential trajectory of small cap companies post election.

Blue Zone Wealth Advisors’ CIO, Bryan Lee, spoke with USA Today's Jessica Menton to share his insights on the recent market volatility.