Why Slowing New Client Acquisition Rates for RIAs is an Objective, Not a Problem
Read More
Far from representing an existential threat to financial planners, AI is not disruptive so much as it is transformative.
Read More
If you Believe we are Traveling Down the Road to Perdition, What Should you Pack in Your Travel Bag?
This article addresses investors' fears of existential threats to the financial markets, such as the collapse of the dollar, spiraling debt, hyper inflation
Read More
Friends don't let friends by bond mutual funds (including bond ETFs), but are laddered bond ETFs different?
Read More
A recent Barron's artilce discusses the trend away from traditional large brokerage firms and articulates the value of working with a family-owned independent
Read More
RIA Change, Do you love it?, Mutual Group, Rabble Rouser, How much $ to retire in HI, Read 'em & weep.
Read More
Optimizing the efficiency of your cash is an important element of investment planning. Cash ETFs are merit consideration along with high yield savings accounts
Read More
8 answers to questions every Financial Planning Hawaii client should ask about the transition for JW Cole to our own stand-alone SEC RIA.
Read More
News & Alerts for Financial Planning Hawaii Clients for June 2025.
Read More
This article suggests that the threat posed by the rapid evolution of AI and the pending introduction of digital human financial planner avatars, may be
Read More
This article presents an overview of potentail solutions for fixing Social Security, their potential impacts, and where Democrats and Republicans find common
Read More
Mortgage recasting is a strategy that allows homeowners to lower their monthly mortgage payments without refinancing their loan.
Read More