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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 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


Reciprocal Tariffs and Us
On April 2,2025, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they...
Lavina Nagar
Apr 3, 20253 min read
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