Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

US Resilient Economy

Resilient U.S. Economy

We’re at the end of the year already.  Around this time, we recap what happened, and pundits predict what will happen in the year to

Year end tax planning

Year-End Tax Considerations

It seems like this year has flown by faster than ever!  With the end of the year upon us, it might be prudent to consider

Lemons to Lemonade

It’s impossible to predict when the next market downturn will occur, how deep it will go, or how long it will last. However, market dips

Israel Hamas War

Israel-Hamas War & the U.S. Economy

The stock market has been choppier than ever with news headlines that consume our attention day to day. A week ago, the U.S. was absorbed

A New Tax Era?

Some believe we may be on the verge of a new tax era where the lower tax rates of the past 30-years will subside, possibly

Internaitonal Investing

Does International Investing Still Make Sense?

Globally diversifying, or investing in a blended allocation of domestic and international stocks, has been widely accepted as a safe and prudent investment strategy that

Longevity

Planning for Longevity

Have you ever wondered how long you will live? If you look at the U.S. Life Expectancy Tables, an average American male will live to

Mid Year Market Analysis

Mid-Year Market Analysis

Many analysts sounded the bells earlier this year about an imminent recession looming. Active investors who buy and sell investments strategically to make profits on

Debt Ceiling

What’s In the Debt Ceiling Deal?

On June 3rd, 2023, President Biden signed into law the Fiscal Responsibility Act of 2023, thus narrowly avoiding a first-ever U.S. default on debt. It

US Resilient Economy

Resilient U.S. Economy

We’re at the end of the year already.  Around this time, we recap what happened, and pundits predict what will happen in the year to

Year end tax planning

Year-End Tax Considerations

It seems like this year has flown by faster than ever!  With the end of the year upon us, it might be prudent to consider

Lemons to Lemonade

It’s impossible to predict when the next market downturn will occur, how deep it will go, or how long it will last. However, market dips

Israel Hamas War

Israel-Hamas War & the U.S. Economy

The stock market has been choppier than ever with news headlines that consume our attention day to day. A week ago, the U.S. was absorbed

A New Tax Era?

Some believe we may be on the verge of a new tax era where the lower tax rates of the past 30-years will subside, possibly

Internaitonal Investing

Does International Investing Still Make Sense?

Globally diversifying, or investing in a blended allocation of domestic and international stocks, has been widely accepted as a safe and prudent investment strategy that

Longevity

Planning for Longevity

Have you ever wondered how long you will live? If you look at the U.S. Life Expectancy Tables, an average American male will live to

Mid Year Market Analysis

Mid-Year Market Analysis

Many analysts sounded the bells earlier this year about an imminent recession looming. Active investors who buy and sell investments strategically to make profits on

Debt Ceiling

What’s In the Debt Ceiling Deal?

On June 3rd, 2023, President Biden signed into law the Fiscal Responsibility Act of 2023, thus narrowly avoiding a first-ever U.S. default on debt. It