Decision Paralysis

Decision-making, especially when faced with too many decisions, can present a challenge in any environment. During the Pandemic, most aspects of life have been turned upside down including general decision making. Upside down means what was formerly up is down and vice versa. It was easier to decide to practice social distance, mask-wearing, and washing hands.

Inflation or not?

Tax day happened Monday, May 17th officially marking the close to the calendar year 2020. What a year!

Stock Market Behavior Trends

Stock market behavior and the divergent performance between the Dow Jones Industrial Average and the NASDAQ market index. It has not been uncommon for the correlation between the two to be -1 or to move in the opposite direction. 

Infrastructure and Taxes

Bipartisanship has been a stated and restated goal for President Biden.

President Biden's Speech: Reform and Stimulus


Crypto Rival

Central Bank Digital Currency or CBDC. Have you seen this acronym “CBDC;” what is it?


Wednesday, April 14th this week was the direct listing of an SF company in the business of storing/trading/managing cryptocurrencies mainly Bitcoin. Coinbase (COIN) went public this week. We have been trying to understand what cryptocurrencies are and if and how they fit into portfolios. Although we have read a great deal, I have to admit that it is a hard reality for me to grasp.

Zoom-ing into post-pandemic world, what stays, what goes...

The butterfly emerging from the caterpillar cocoon. The butterfly spreads its wings and flies off-no transition. After over 1 year of quarantine, lockdown, and social distancing we are not as easily finding the transition to what comes next.

May 17th, 2021 Deadline: 2020 IRA and Roth IRA Contributions

2020 Important Tax Update and Retirement Contribution Changed Deadline

Not only did the IRS extend the due date for tax filing to May 17th, 2021, but they have also extended the deadline to contribute to individual retirement accounts (IRAs). CA aligned the due date for state income taxes and tax filings with the extended IRS due date for federal tax filing as well.

Tax Filing Deadline: May 17th, 2021

April 15th is a day enshrined in our personal financial calendars as the day that federal and state income taxes need to be filed. This year the IRS granted an extension. The federal tax filing deadline is now May 17th, 2021.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2021 All rights reserved