Some new years glide in gently, blurring the line between the old and the new. But not 2025 - financial markets have been volatile, and...

As we stand at the end of 2024 and look back, seems like 2024 has earned its spot in history. After a historic campaign, Mr. Trump won...

It felt like déjà vu. Halfway across the world in a place that can be as different as possible from the Bay Area. And yet, the message...

Happy New Year! Or in Oprah Winfrey’s words, “Cheers to a New Year and another chance for us to get it right”! Every year starts with...

After an extended standoff, the U.S. debt ceiling was raised on Saturday June 4, just before the revised June 5 “X-date,” or the day the...

Few weeks ago, I asked my clients what is on their minds. I never anticipated the number of responses, and more than the number, how...

There is a lot of noise out there. And it is creating an overload of stress. Intent of this blog is not to add to the noise. Rather, I am...

In our recent meetings with clients, we have been talking a lot about the potential tax changes that Congress might be sending our way....

Forty years is a long time. This is more than one generation. It is odd to realize that a very fundamental economic concept is merely a...

Spring is almost here. And there is a perceptible positivity in the air. To say 2020 was a challenging year would be a gross...

In Part-1 and Part-2, I had focused on properties passed from parents to children. This blog focuses on a different aspect of Proposition...

As I mentioned in my previous blog, Proposition 19 is a bit complex and therefore I decided to cover its different aspects over multiple...

Riding on the ballot for one of the most momentous elections of the country, and winning by a slim margin of 2.2%, Proposition 19 is here...

I hope you are keeping yourself, your loved ones, and your community safe from Coronavirus. We are in uncharted territory, but it is also...

On December 20 2019, as part of the year-end spending bill, President Trump signed the SECURE (Setting Every Community Up for Retirement...

On Friday March 22 2019, an economic indicator caught investors’ attention. The yield on the 10-year treasury note fell below the yield...

Oh yes, this is another year-end blog. And to top it, not the kind that is more popular at this time of the year. This is that time when...

After practicing meditation for almost six years now, I still struggle with it. Most days it is easy to settle in. But not so easy on...

It was exactly 10 years ago today on Tuesday October 9, 2007 that the S&P 500 peaked at a then all-time high record, closing at 1565. The...

When would you like to retire? This is one of those questions that rarely generates an ambivalent response. Most responses normally tend to