Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

CARES Act Highlights

These past few weeks have been a whirlwind of activity! It’s hard to keep up on the news, but one of the most significant pieces

Making Sense of the Market

Investors have been provided a world class macro and micro economics lesson in 2020. Only half way through the year, we’ve navigated the end of

Money Lessons from my Father

My father, Alan Kondo, has always been one of those “teach a man to fish and you feed him for a lifetime,” kind of guys.

Our New Covid-19 World

As we struggle to re-open the country, many are steadfast on getting things “back to the way they were.” It’s an ideal goal, but in

Setting Stock Market Records

In the last two weeks, we’ve made new records in the stock market: Biggest one-week drop, Biggest one-day gain, and Biggest one-day loss in the

CORONAVIRUS: THE OTHER SHOE HAS DROPPED

The novel coronavirus, now named COVID-19, has been causing fear and panic around the world, not to mention wreaking havoc on the stock market. Given

Coronavirus & the Market

The novel coronavirus has been causing fear and panic around the world over this last month. According to the World Health Organization (WHO), the coronavirus

SECURE Act

In the last weeks of December, the Senate voted 71 to 23 to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The

Revisiting Investment Philosophy

The Great Recession in 2009 was the largest market downturn the stock market experienced since the Great Depression in 1929. Since then, we’ve had 10

CARES Act Highlights

These past few weeks have been a whirlwind of activity! It’s hard to keep up on the news, but one of the most significant pieces

Making Sense of the Market

Investors have been provided a world class macro and micro economics lesson in 2020. Only half way through the year, we’ve navigated the end of

Money Lessons from my Father

My father, Alan Kondo, has always been one of those “teach a man to fish and you feed him for a lifetime,” kind of guys.

Our New Covid-19 World

As we struggle to re-open the country, many are steadfast on getting things “back to the way they were.” It’s an ideal goal, but in

Setting Stock Market Records

In the last two weeks, we’ve made new records in the stock market: Biggest one-week drop, Biggest one-day gain, and Biggest one-day loss in the

CORONAVIRUS: THE OTHER SHOE HAS DROPPED

The novel coronavirus, now named COVID-19, has been causing fear and panic around the world, not to mention wreaking havoc on the stock market. Given

Coronavirus & the Market

The novel coronavirus has been causing fear and panic around the world over this last month. According to the World Health Organization (WHO), the coronavirus

SECURE Act

In the last weeks of December, the Senate voted 71 to 23 to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The

Revisiting Investment Philosophy

The Great Recession in 2009 was the largest market downturn the stock market experienced since the Great Depression in 1929. Since then, we’ve had 10