Resources

Akemi Dalvi

Bear Market Investment Strategies

Bear Market Investment Strategies

As of this week, the Dow Jones Industrial Average (DJIA), a stock market index that tracks 30 large publicly traded companies, was down approximately 13%

Inflations

Recession Looming?

Inflation in the U.S. accelerated to 8.5% in March 2022, as compared to the same month a year ago. We have not seen inflation this

Inflation Echoes 1982

Inflation Echoes 1982

Inflation in the U.S. reached 7.9% as of February 2022, echoing a rate we have not seen since January of 1982. The consumer price index

Medicare Part B

2022 Medicare Part B Premium Increases

Many retirees switch from employer sponsored health care insurance to Medicare coverage when they are eligible at age 65, or upon retirement. Medicare Part B

2021 Market Recap and 2022 Outlook

2021 Market Recap and 2022 Outlook

Many have joked that 2022 feels like Groundhog Day, or a repeat of 2020.  The silver lining is we get to cycle through a comfy selection of sweatpants while staying at home to limit unnecessary COVID exposure.

Will Omicron Sicken Our Economic Recovery?

Will Omicron Sicken Our Economic Recovery?

Many of us were still enjoying an overdue Thanksgiving gathering when we heard the news of the latest COVID variant, Omicron. Two weeks later, some of us are still trying to figure out how to pronounce the new variant.

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can

Bear Market Investment Strategies

Bear Market Investment Strategies

As of this week, the Dow Jones Industrial Average (DJIA), a stock market index that tracks 30 large publicly traded companies, was down approximately 13%

Inflations

Recession Looming?

Inflation in the U.S. accelerated to 8.5% in March 2022, as compared to the same month a year ago. We have not seen inflation this

Inflation Echoes 1982

Inflation Echoes 1982

Inflation in the U.S. reached 7.9% as of February 2022, echoing a rate we have not seen since January of 1982. The consumer price index

Medicare Part B

2022 Medicare Part B Premium Increases

Many retirees switch from employer sponsored health care insurance to Medicare coverage when they are eligible at age 65, or upon retirement. Medicare Part B

2021 Market Recap and 2022 Outlook

2021 Market Recap and 2022 Outlook

Many have joked that 2022 feels like Groundhog Day, or a repeat of 2020.  The silver lining is we get to cycle through a comfy selection of sweatpants while staying at home to limit unnecessary COVID exposure.

Will Omicron Sicken Our Economic Recovery?

Will Omicron Sicken Our Economic Recovery?

Many of us were still enjoying an overdue Thanksgiving gathering when we heard the news of the latest COVID variant, Omicron. Two weeks later, some of us are still trying to figure out how to pronounce the new variant.

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can