Lavina Nagar
Déjà vu – patterns in life planning and trekking
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...
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Lavina Nagar
Jan 54 min
2024 - Another year, another chance
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...
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Lavina Nagar
Jun 8, 20232 min
Dodged the bullet on debt ceiling, now what?
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...
67 views0 comments
Lavina Nagar
Oct 7, 20224 min
Inflation - What's Fed got to do with it?
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...
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Lavina Nagar
Jul 31, 20223 min
Making Sense - Inflation and Recession
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...
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Lavina Nagar
Oct 29, 20211 min
Rip Van Winkle reversed - Tax changes for individuals in revised economic package
In our recent meetings with clients, we have been talking a lot about the potential tax changes that Congress might be sending our way....
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Lavina Nagar
Jul 14, 20213 min
Inflation - Transitory or Here-to-Stay?
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...
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Lavina Nagar
Mar 4, 20212 min
Wealth's Health
Spring is almost here. And there is a perceptible positivity in the air. To say 2020 was a challenging year would be a gross...
78 views0 comments
Lavina Nagar
Feb 4, 20212 min
Proposition 19 - Part-3: Moving or Downsizing in Retirement?
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...
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Lavina Nagar
Jan 30, 20212 min
Proposition 19 - Part-2: Investment Properties
As I mentioned in my previous blog, Proposition 19 is a bit complex and therefore I decided to cover its different aspects over multiple...
56 views0 comments
Lavina Nagar
Jan 28, 20213 min
And here comes Proposition 19 - Part-1: Primary Home
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...
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Lavina Nagar, CFP®
Apr 1, 20202 min
Coronavirus Aid, Relief and Economic Security (CARES) Act
I hope you are keeping yourself, your loved ones, and your community safe from Coronavirus. We are in uncharted territory, but it is also...
116 views0 comments
Lavina Nagar, CFP®
Dec 22, 20193 min
The SECURE Act - A Quick Primer
On December 20 2019, as part of the year-end spending bill, President Trump signed the SECURE (Setting Every Community Up for Retirement...
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Lavina Nagar, CFP®
Apr 2, 20193 min
An Inverted Yield Curve - What, Why, and ?
On Friday March 22 2019, an economic indicator caught investors’ attention. The yield on the 10-year treasury note fell below the yield...
32 views0 comments
Lavina Nagar, CFP®
Dec 28, 20173 min
Oh No - not another year-end blog!
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...
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Lavina Nagar, CFP®
Nov 22, 20172 min
Perspectives through Cancer Lens - #1
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...
117 views
Lavina Nagar, CFP®
Oct 9, 20172 min
Remember October 9, 2007, a day exactly ten years ago?
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...
192 views
Lavina Nagar, CFP®
Oct 4, 20172 min
When would you like to retire? Facts, Expectations, and a Little Digging…
When would you like to retire? This is one of those questions that rarely generates an ambivalent response. Most responses normally tend to
72 views
Lavina Nagar, CFP®
Sep 14, 20173 min
In the wake of Equifax breach…Making sense of confusing terminologies
If we go by numbers, data breach at Equifax is not the biggest breach in history. Yahoo still gets the credit for that. However, this breach
98 views
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