Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

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 National Debt

U.S. Debt Ceiling Crisis

If the U.S. Congress is unable to come to an agreement on budgetary items and raise the debt ceiling by June, the U.S. government could

New RMD Ages

Most of us know that in retirement, you will be subject to RMDs or Required Minimum Distributions from your qualified retirement accounts, such as a

Banking System Fears Persist

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008, and the banking failures of the Great Depression.

SVB Bank Crisis

Banking Industry Uncertainty

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008. In the past week, both Silicon Valley Bank

Retiring in a Recession

To be clear, the U.S. is not in a recession currently. However, due to current economic factors, such as persistently high inflation, record low unemployment,

ChatGPT

Is ChatGPT the New AI Revolution?

ChatGPT stands for Generative Pre-Trained Transformer and it’s the “it” thing in the AI (Artificial Intelligence) world.  One month after its launch, the platform already

How Will SECURE Act 2.0 Affect Me?

With the holidays in full swing, many missed the headline that SECURE Act 2.0 was passed by Congress on December 23, 2022 as a part

Cyber Security

Protecting Yourself from Financial Scams

Criminals are getting smarter and their scams are more creative! Due to Covid, so much more of our daily lives are on the web, including

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 National Debt

U.S. Debt Ceiling Crisis

If the U.S. Congress is unable to come to an agreement on budgetary items and raise the debt ceiling by June, the U.S. government could

New RMD Ages

Most of us know that in retirement, you will be subject to RMDs or Required Minimum Distributions from your qualified retirement accounts, such as a

Banking System Fears Persist

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008, and the banking failures of the Great Depression.

SVB Bank Crisis

Banking Industry Uncertainty

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008. In the past week, both Silicon Valley Bank

Retiring in a Recession

To be clear, the U.S. is not in a recession currently. However, due to current economic factors, such as persistently high inflation, record low unemployment,

ChatGPT

Is ChatGPT the New AI Revolution?

ChatGPT stands for Generative Pre-Trained Transformer and it’s the “it” thing in the AI (Artificial Intelligence) world.  One month after its launch, the platform already

How Will SECURE Act 2.0 Affect Me?

With the holidays in full swing, many missed the headline that SECURE Act 2.0 was passed by Congress on December 23, 2022 as a part

Cyber Security

Protecting Yourself from Financial Scams

Criminals are getting smarter and their scams are more creative! Due to Covid, so much more of our daily lives are on the web, including