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2026 - What do the tea leaves say?
Holidays are interesting times. There is holidays cheer, there is holidays stress, that FSA account has to be used up, travels have to be borne, some introspection is done, and some resolutions are made. As a financial advisor, the task of listening to all the financial pundits is an extra task on my list. No one can predict the future, but it is still an interesting exercise to listen to different perspectives and identify the key themes that may play out in the year to come
Lavina Nagar
Dec 23, 20253 min read


What drove markets higher in Q3?
The S&P 500 gained almost eight percent during the quarter and reached new all-time highs, with the Nasdaq and Dow also posting strong...
Lavina Nagar
Oct 9, 20251 min read


What the Fed Rate Cut Means for Investors
As was widely expected, the Fed cut policy rates by 0.25% at its September meeting, continuing the easing cycle that first began in 2024....
Lavina Nagar
Sep 20, 20254 min read


What the One Big Beautiful Bill Means for Us
Now that the storm has passed, we all can take a long breath and let the dust settle! After months of negotiations, a new tax and...
Lavina Nagar
Jul 7, 20256 min read
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