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FPH Blog

John Robinson | Jul 18, 2024

Dreading an Upcoming Long Drive or Flight? Tune into Acquired and you will wish the trip was longer!

According to the Wall Street Journal, "the smartest people in the room" are all listening to this podcast.
Read More
John Robinson | Jun 5, 2024

Keeping Score – A Running Record of My Interest Rate and Fixed Income Guidance Since 2020

Interest Rates
Unlike the stock market, the bond market does not follow a random walk. Interest rates often follow relatively predictable trends and the Fed signals its
Read More
John Robinson | May 28, 2024

Do The Bond Market Experts Ever Get Tired of Being Wrong?

Low Interest Rates
Interest Rates
Bond Yields
Why do bond gurus keep predicting rate cuts when the Fed consistently tells investors it is committed to keeping rates high to quell inflation?
Read More
John Robinson | May 27, 2024

Big Changes May be Coming to the Tax Laws in 2026. Here is What You Need to Know Now.

Tax Planning
Roth IRA Conversions
IRAs and Qualified Retirement Plans
Income Tax
Taxpayers should use 2024 and 2025 for tax optimization in preparation for the sunsetting of the Tax Cuts and Jobs Act.
Read More
John Robinson | May 26, 2024

Why You May Wish to Amend Your 2023 State Income Tax Return

Short Term Treasuries
Tax Rules
Income Tax
Did you report the interest on your treasury money market fund as fully taxable on your state return?
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John Robinson | May 20, 2024

T+1 is Coming on May 28th, 2024

SEC Rules
Short Term Treasuries
The Implications of Next-Day Trade Settlement
Read More
John Robinson | May 10, 2024

Hawaii Insurance Commissioner Does No Favors for Genworth Long Term Care Insurance Policyholders

Genworth
Skochin v. Genworth
Hawaii
long-term care insurance
How rubber-stamped approvals of enormous premium increase requests will likely add to Hawaii’s Medicaid roll.
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John Robinson | Apr 15, 2024

DO NOT ENROLL IN CHARLES SCHWAB'S VOICE ID SERVICE

Cybersecurity
Charles Schwab
What's worse that a verification platform that prevents you from logging into your own account? How about one that lets anyone access your account?
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John Robinson | Mar 11, 2024

The CFP Board is the Quintessential Wolf in Sheep's Clothing

CFP Board
fiduciary
I agreed with the CFP Board's support for the DOL fiduciary rule up to the point when they misled Congress and the American public.
Read More
John Robinson | Mar 5, 2024

Two Tales from the Darkside

Risk Management & Insurance
Estate Planning
Beneficiary Designations
This is why I relentlessly pester FPH clients to upload their beneficiary designations to eMoney.
Read More
John Robinson | Mar 4, 2024

Correcting a Common Misconception About IRMAA

Social Security
Roth IRA Conversions
Many taxpayers errantly believe they need to keep their income low in the two years before they turn 65 to avoid the IRMAA surcharge.
Read More
John Robinson | Mar 4, 2024

Where to Fish for the Best Fixed Income Yields Today

Bond Investing
Series I Savings Bonds
Fed Chairman Powell says inflation is still too high and that future rate increases might still be needed. We should believe him.
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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