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FPH Blog

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
John Robinson | May 22, 2023

AI and the Financial Planning Industry - An "Old School" Financial Planner Takes ChatGPT for a Test Drive

Financial Planning
ChatGPT
Artificial Intelligenc
Financial Planning Hawaii
This test drive of ChatGPT resulted in a Crash & Burn. AI has a long way to go before it is useful for content creation in the financial planning industry.
Read More
John Robinson | May 21, 2023

Should you redeem your Series I savings bonds now that the 6-month annualized rate is just 3.38%?

This article explains the author's decision to redeem the Series I savings bonds he purchased for his family in April 2022.
Read More
John Robinson | May 21, 2023

It's Time to Start Laddering Certificates of Deposit Again!

Short Term Treasuries
Bond Investing
Bond Yields
Something unusual happened to CD yields last week that has changed our advice to our clients.
Read More
John Robinson | May 17, 2023

J.R.'s Commentary Featured in U.S. News and Smart Asset

Dividends
Retirement Spending Retirement Income Planning
Retirement Spending
Financial Planning Hawaii's founder opines in U.S. News article on utility stocks for passive dividend income. His retirement spending research was cited in
Read More
John Robinson | Mar 14, 2023

Should Rising Dividend Investors Be Worried About Their Regional Bank Stocks?

Dividends
Stock Portfolios
Retirement Spending Retirement Income Planning
Regional bank stocks have had a big sell-off in the wake of the Silicon Valley Bank sell-off. This article discusses the implications for rising dividend
Read More
John Robinson | Mar 14, 2023

How the Silicon Valley Bank Collapse Revealed a Dirty Secret About Corporate Cash Management

Bank Deposit Funds
Short Term Treasuries
Interest Rates
Treasury Default Risk
The surprisingly simple causes of the Silicon Valley Bank failure, its implications, and how the government's response sends exactly the wrong message.
Read More
John Robinson | Feb 16, 2023

Is Your Cash Working as Hard as it Should Be?

Short Term Treasuries
Portfolio Management and Investing
Cash Management
Putting idle cash to work is the low-hanging fruit in terms of easy ways to boost portfolio returns.
Read More
John Robinson | Feb 15, 2023

What if the U.S. Treasury Defaults on its Debt?

Treasury Default Risk
Short Term Treasuries
Interest Rates
Inflation
What are the potential ramifications of an actual default on the interest payments and/or principal of U.S. Treasuries? In a word - "Catastrophe."
Read More
John Robinson | Feb 15, 2023

Should You Accept a Genworth Long Term Care Insurance Class Action Settlement Offer

Genworth
Skochin v. Genworth
Risk Management & Insurance
This article is intended to raise consumer awareness that the Genworth Long Term Care Insurance class action settlements may be a suboptimal choice for
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

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F: 808-466-4052
info@fphawaii.com

              

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