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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...
Lavina Nagar, CFP®
Dec 22, 20193 min read


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...
Lavina Nagar, CFP®
Apr 2, 20193 min read


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...
Lavina Nagar, CFP®
Dec 28, 20173 min read


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...
Lavina Nagar, CFP®
Nov 22, 20172 min read


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...
Lavina Nagar, CFP®
Oct 9, 20172 min read


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
Lavina Nagar, CFP®
Oct 4, 20172 min read


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
Lavina Nagar, CFP®
Sep 14, 20173 min read
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