Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

Unbalanced COVID Recovery

– Although there have been some vaccine setbacks, overall, vaccine distribution in the United States has been a success.
– The Bureau of Economic Analysis noted the rise in real GDP reflects the increased spending by American’s
– Now may be an excellent time to re-examine overweight domestic investment portfolios that have peaked as the S&P 500 reached record highs

Tax Filing Deadline Extended to
May 17, 2021

Hello, Please see this timely announcement: https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline On March 17th, 2021, the IRS announced that the federal income tax filing due date for individuals for

American Rescue Plan Highlights

The $1.9 trillion American Rescue Plan Act (ARPA) or coronavirus relief bill was passed this week, delivering aid to needy Americans still recovering from the

Why Equities Still Make Sense in 2021

2020 was a remarkable year for the stock market. We saw the Dow tumble 35% in March — many days the decline happening so rapidly

Darkest before dawn

Darkest Before Dawn

Happy New Year! Many of us thought 2021 could not be as eventful as 2020 – we were wrong! It goes to show that you

Estate & Tax Changes

Under President Trump, much of the tax reform has favored large multi-national corporations and the top 1% of individual earners in the United States. For

2020 Year End Financial Planning

Just as change and uncertainty unnerves people, it’s also one of the biggest triggers for volatility in the stock market. The stock market hates the

The Stock Market Rollercoaster

This week, the U.S. stock market began a new rollercoaster of volatility. For investors who were not fully emotionally-recovered from February and March, this brought

Unbalanced COVID Recovery

– Although there have been some vaccine setbacks, overall, vaccine distribution in the United States has been a success.
– The Bureau of Economic Analysis noted the rise in real GDP reflects the increased spending by American’s
– Now may be an excellent time to re-examine overweight domestic investment portfolios that have peaked as the S&P 500 reached record highs

Tax Filing Deadline Extended to
May 17, 2021

Hello, Please see this timely announcement: https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline On March 17th, 2021, the IRS announced that the federal income tax filing due date for individuals for

American Rescue Plan Highlights

The $1.9 trillion American Rescue Plan Act (ARPA) or coronavirus relief bill was passed this week, delivering aid to needy Americans still recovering from the

Why Equities Still Make Sense in 2021

2020 was a remarkable year for the stock market. We saw the Dow tumble 35% in March — many days the decline happening so rapidly

Darkest before dawn

Darkest Before Dawn

Happy New Year! Many of us thought 2021 could not be as eventful as 2020 – we were wrong! It goes to show that you

Estate & Tax Changes

Under President Trump, much of the tax reform has favored large multi-national corporations and the top 1% of individual earners in the United States. For

2020 Year End Financial Planning

Just as change and uncertainty unnerves people, it’s also one of the biggest triggers for volatility in the stock market. The stock market hates the

The Stock Market Rollercoaster

This week, the U.S. stock market began a new rollercoaster of volatility. For investors who were not fully emotionally-recovered from February and March, this brought