At this time there is a bear market in just about everything - stock, bonds, real estate, cryptocurrency, etc. are all trending lower. This article explains
Read More
Our latest research paper challenges the wisdom of annuitizing 401(k) and IRA savings at retirement and questions the value of mortality credits for retirees in
Read More
President Ronald Reagan once quipped that the 9 most terrifying words in the English language are, "I am from the government, and I am here to help."
Read More
This article offers refreshingly clear, unambiguous critical thinking that addresses consumers' greatest concerns about the current investment climate.
Read More
Series I Savings Bonds are offering a unique opportunity to earn 8% with a government guarantee, but you need to act fast to lock in the rate.
Read More
Financial Planning Hawaii has divided itself into three separate businesses each with its own website to position the company to truly be a multigenerational
Read More
With fixed income yields near zero for the past two years, there has been little incentive to lock in rates on CDs and bonds, but rates they-are-a-rising!
Read More
Why we have stopped contacting clients to schedule financial planning reviews. (Yes, we still love you)
Read More
The stock market is decidedly not an ephemeral concept, and you don’t need tea leaves or tarot cards, or even an algorithm to invest successfully.
Read More
Q. How should we react to the stock market's decline? - A. Far better to plan for declines before they happen than to react to them when they occur.
Read More
The steady decline in interest rates over the last 40 years has produced an almost uninterrupted bull market in bonds. Unfortunately for investors, the gravy
Read More
A nightmare - Your 18-year old child has been in an accident and your access to information and ability to participate in medical decisions is restricted...
Read More