Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

LOOKING TOWARD 2020

Those who are mad at Costco for bringing out the Christmas decorations before Thanksgiving are really going to be infuriated with me now. Yes, the

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Politics & Your Portfolio

These days, the stock market can swing from positive to negative territory, sometimes moving 800 points, in just a few hours. Due to the daily

Turning Point in the Market?

In August, the US officially marked the longest economic expansion in the nation’s history. Gross Domestic Product or GDP, has grown consistently over the past

The SECURE Retirement Ahead

Although it hardly made headlines, the U.S. House of Representatives almost unanimously passed a new set of retirement laws just before the Memorial Day weekend.

First-Quarter Market Review

It’s hard to believe that a quarter of the year is already over! The market has consistently been inconsistent, zig-zagging up and down on economic

Inverted Yield Curve

By now, many have heard about the inverted yield curve and the impending disaster predicted to follow within the next 12 months. This broad window

Rainy Day Funds

Globally, many view America at the peak of prosperity with limitless upward potential. This January marked the best January returns for the history of the

Opening Weekend for Taxes

Monday was the official opening of the tax filing season. The next few weeks may seem like the normal hustle and bustle of gathering documents

2018 Investment Market Recap

In 2018, the nearly 10-year bull market finally came to an end. For the first time since 2008, we experienced a bear market, or a

LOOKING TOWARD 2020

Those who are mad at Costco for bringing out the Christmas decorations before Thanksgiving are really going to be infuriated with me now. Yes, the

Negative Interest Rates?

A year ago, market analysts predicted that bond yields had nowhere to go but up. Lo and behold, the yield on the 10-year Treasury note

Politics & Your Portfolio

These days, the stock market can swing from positive to negative territory, sometimes moving 800 points, in just a few hours. Due to the daily

Turning Point in the Market?

In August, the US officially marked the longest economic expansion in the nation’s history. Gross Domestic Product or GDP, has grown consistently over the past

The SECURE Retirement Ahead

Although it hardly made headlines, the U.S. House of Representatives almost unanimously passed a new set of retirement laws just before the Memorial Day weekend.

First-Quarter Market Review

It’s hard to believe that a quarter of the year is already over! The market has consistently been inconsistent, zig-zagging up and down on economic

Inverted Yield Curve

By now, many have heard about the inverted yield curve and the impending disaster predicted to follow within the next 12 months. This broad window

Rainy Day Funds

Globally, many view America at the peak of prosperity with limitless upward potential. This January marked the best January returns for the history of the

Opening Weekend for Taxes

Monday was the official opening of the tax filing season. The next few weeks may seem like the normal hustle and bustle of gathering documents

2018 Investment Market Recap

In 2018, the nearly 10-year bull market finally came to an end. For the first time since 2008, we experienced a bear market, or a