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FPH Blog

John Robinson | Sep 12, 2023

3 "Pro Tips" for Using the Schwab Alliance Website

Charles Schwab
TD Ameritrade
How to access TD and Schwab statements, set account nicknames, and grant/receive viewing access.
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John Robinson | Sep 8, 2023

How to Invest When the Yield Curve is Inverted

Bond Yields
Short Term Treasuries
Bond Investing
Mutual Funds
Time to buy bond funds? The answer is still "NO."
Read More
John Robinson | Sep 8, 2023

Why Financial Planners Have Nothing to Fear from AI

Artificial Intelligenc
ChatGPT
Until AI can learn to think critically and write satire, this financial planner does not feel threatened.
Read More
John Robinson | Sep 7, 2023

Murphy's Law and the TD-Schwab Integration

TD Ameritrade
Charles Schwab
Financial Planning magazine call the TD-Schwab transition a "snoozefest." I haven't slept in two nights.
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John Robinson | Sep 7, 2023

Blue Light Special: State-Tax Free Government Agency Securities

Charles Schwab
Government Agency Securities
Federal Home Loan Bank
State Tax-Free
What's not to love about 6%, state-tax free, with implicit backing by the treasury? - Call Risk
Read More
John Robinson | Aug 31, 2023

Index Annuities are Hot Selling Insurance Products – Should You Buy?

Annuities
Index Investing
Financial Planning
fixed index annuities
CFP Board
American College
Rock-Star Academic Researchers with Conflicted Interests Say You Should Buy Index Annuities. Should You?
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John Robinson | Aug 15, 2023

Discretion is the Better Part of Valor...and Portfolio Management

discretionary trading
Cash Management
Dividends
A famous line from Shakespeare's Henry IV is applicable to portfolio management
Read More
John Robinson | Aug 15, 2023

What FPH Clients Need to Know about the Schwab-TD Ameritrade Integration

Charles Schwab
TD Ameritrade
Financial Planning Hawaii
Important info for Financial Planning Hawaii Clients about the Schwab - TD Ameritrade Integration
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John Robinson | May 29, 2023

How to Fund Your Revocable Living Trust

This article offers guidance on how to get different types of assets into revocable trusts. Types include Aircraft/Watercraft, foreign property, LLCs, etc.
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John Robinson | May 28, 2023

Trusted Contact Authorization vs. Financial Power of Attorney

Estate Planning
Cybersecurity
Financial Scam
The trusted contact authorization is a powerful tool that enables financial advisors to initiate wellness checks and to proactively act to prevent clients from
Read More
John Robinson | May 28, 2023

Change is in the Wind

discretionary trading
Charles Schwab
Treasury Default Risk
Updates for Financial Planning Hawaii Clients on the Schwab-TD merger, our disassociation with NFS, and our change to discretionary trading authorization
Read More
John Robinson | May 25, 2023

Where is the safest place to have money if the U.S. Treasury defaults on its debt?

Treasury Default Risk
Short Term Treasuries
Bond Yields
Bond Investing
If you have money in government money market funds or T-bill maturing in the next few months, you may wish to sell.
Read More

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Blog Topics

  • Portfolio Management and Investing
  • Risk Management and Insurance
  • Estate Planning
  • Tax Planning
  • IRAs and Qualified Retirement Plans
  • Retirement Spending
  • Retirement Saving
  • College Saving
  • Comprehensive Financial Planning
  • Social Security
  • Art, Antiques, and Collectibles
  • Hawaii

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Honolulu HI 96813

Contact Info

P: 808-450-3615
F: 808-466-4052
info@fphawaii.com

              

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