MEDIA
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 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 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 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.
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)
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.
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 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 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' 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.