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FPH Blog

John Robinson | Nov 26, 2023

Massachusetts Delivers Some Welcome Estate Tax Relief

Tax Cuts
New Tax Rules
Estate Planning
Taxachusetts just got (a little bit) more tax-friendly
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John Robinson | Nov 20, 2023

Your Charles Schwab Account Migration Checklist

Charles Schwab
TD Ameritrade
Use this checklist to make sure you customized preferences mapped over from TD Ameritrade.
Read More
John Robinson | Nov 11, 2023

Client Verification with Schwab - So Secure, Even You Can't Log In!

Charles Schwab
Schwab's account verification process would make Dwight Schrute proud!
Read More
John Robinson | Nov 11, 2023

Why Your Local Bank Offers Low Interest Rates - They Know You Probably Aren't Going to Leave

Low Interest Rates
Bank Deposit Funds
Financial Advice
Buying CDs in an investment advisory account may have significant advantages over purchasing through your local bank.
Read More
John Robinson | Nov 5, 2023

How is the Schwab Integration Going?...It's Fine. I'm Fine. Everything is Fine.

Charles Schwab
TD Ameritrade
The truth is out - Schwab's integration of TD Ameritrade was not the "boring snoozefest" that Schwab's PR machine reported.
Read More
John Robinson | Oct 29, 2023

It is Time to Talk to Chuck about the Fees he Charges to Purchase and Sell Vanguard Funds

Charles Schwab
Mutual Funds
Financial Planning Hawaii
Charles Schwab talks a big game about commission-free trading but charges clients $45 to trade Vanguard Funds.
Read More
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.
Read More
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 called the TD-Schwab transition a "snoozefest." I haven't slept in two nights.
Read More
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?
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
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  • Comprehensive Financial Planning
  • Social Security
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  • Hawaii

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