Phillip Law, CFA

About Phillip Law, CFA

Senior Portfolio Manager

Phillip graduated from California State University, Fullerton with a degree in Finance and has previously held different positions at Warren Street Wealth Advisors. He now returns as both a Senior Portfolio Manager and a Chartered Financial Analyst (CFA) where his focus lies in portfolio management, trading & rebalancing, and capital markets.

Prior to his return, Phillip worked in Capital Group's performance function where he reported to various committees and provided in-depth performance research to portfolio managers and strategists. During his tenure at Capital Group, Phillip sharpened his skills in investment returns analysis and data visualization. He hopes to leverage his experience to better serve Warren Street's clients through improved education and a more optimized portfolio management approach.

Outside of his professional pursuits, you can find Phillip lunging on the badminton court, sharing culinary adventures with his grandma, or navigating the virtual realms of a video game.

Entries by Phillip Law, CFA

Decoding the AI Hype: How Today’s Market Compares to the Dot-Com Bubble

November 19, 2025/in General, Intermediate, Investing/by Phillip Law, CFA

Headlines are drawing parallels between the current AI-driven market surge and the late-1990s dot-com mania. Is history repeating itself, or is this time different? This post cuts through the noise, examining key differences like real earnings, profit margins, and underlying investment in AI infrastructure. We explain how a disciplined, data-driven investment approach is positioned to navigate various market outcomes. Get the essential context you need for your portfolio strategy.

Rate Cut vs. Reality: Making Sense of Powell’s Mixed Signals

October 8, 2025/in General, Intermediate, Investing/by Phillip Law, CFA

The Fed finally cut rates, but Chair Jerome Powell immediately warned that stocks look “highly valued.” We break down the mixed signals, examine whether expensive stocks should worry you, and explain why “selling high” isn’t always the best strategy.

Counterintuitive Money Advice: Investing Against the Grain

July 24, 2025/in General, Intermediate, Investing/by Phillip Law, CFA

Sometimes, the best financial decisions are the ones that go against the grain. In our latest blog, we dive into counterintuitive money advice that can actually help you reach your long-term goals. From embracing risk to rebalancing during market downturns, discover strategies that may surprise you!

Part 3: A Lookback at Q1 and Portfolio Impact

April 6, 2022/in Basic, General, Investing/by Phillip Law, CFA

Between rising interest rates and a full-scale war in Eastern Europe, the first quarter was filled with plentiful volatility. Who were the winners and losers, and what are some takeaways for the remainder of the year?

Part 2: Assessing War and the State of the Global Economy

March 25, 2022/in Basic, General, Investing/by Phillip Law, CFA

With news outlets centered on war between Russia and Ukraine, it’s easy to lose sight of the broader, economic picture. What shape is the US economy in now? What about its Western allies?

Part 1: We Will Prevail

March 17, 2022/in Basic, General, Investing/by Phillip Law, CFA

Markets are tumbling while buildings are collapsing, with weapons devastating Ukraine. Will we make it to the light at the end of the tunnel, or is all lost? This is a series addressing the geopolitical war overseas and the implications on investors.

Fighter Planes and Market Turmoil

January 28, 2022/in Basic, Investing/by Phillip Law, CFA

Looking at the S&P 500’s largest annual intra-year drawdowns dating back to 1950, the index’s current downtrend in 2022 is really put into perspective. We’ve been spoiled with last year’s bull market, so should we be worried about this recent volatility?

Bitcoin ETFs: Don’t Forget to Look Under The Hood

November 3, 2021/in Investing/by Phillip Law, CFA

Some people hail Bitcoin as the greatest thing since sliced bread, while others consider it one’s worst enemy. Whether your conviction supports or berates the world’s most infamous cryptocurrency, it doesn’t change the fact that buzz around the crypto-space – inclusive of altcoins, blockchain, and decentralized finance – is rapidly growing.

What’s Up With That Inflationary Altitude?

July 21, 2021/in Investing/by Phillip Law, CFA

We’re officially 16 months into the pandemic. You’re vaccinated and planning your next trip, itching to get out the house. Hawaii, Las Vegas, or Disney World? Bulls will say choose your adventure. Bears will say pick your poison. Regardless, nobody can deny that the United States has largely re-opened with certain sectors, such as airlines […]

March Market Madness

March 25, 2021/in Education, Financial Planning, General, Intermediate, Investing/by Phillip Law, CFA

During this time last year, the NCAA canceled March Madness. With college basketball off the table, we were given a different type of madness: Market Madness. The S&P 500 drew down a total of 34% from peak to trough as COVID-19 wreaked havoc across global markets. This week marked the one year anniversary of that drawdown’s market bottom.