Tax-loss harvesting can reduce the after-tax cost of an investment mistake. It does not magically turn that mistake into an investment success.
Read More
Yield Shopper is a monthly service for helping Financial Planning Hawaii clients keep abreast of current yields on money market funds, high yields savings
Read More
If you live in a state with a high income tax, Treasury STRIPS are worth a look for the risk-free portion of your portfolio.
Read More
This article raises awareness of four fatal flaws in the use of risk tolerance measures to drive investment guidance.
Read More
Your Go-To Source for Interest Rates on CDs, Bonds, and other fixed income investments
Read More
Your Go-To Source for Interest Rates on CDs, Bonds, and other fixed income investments
Read More
A review of the 4% Rule over the past 26 years, may send the wrong message to investors. The past is not prologue.
Read More
Your Go-To Source for Interest Rates on Money Market Funds, CDs, Bonds, and other fixed income investments.
Read More
Investors are asking how they should react to the Trump-induced stock market decline. The time to prepare for downturns is BEFORE they happen.
Read More
This article shares the low-hanging fruit and also addresses the 800 lb stock market gorilla in the room.
Read More
Fed Chairman Powell says inflation is still too high and that future rate increases might still be needed. We should believe him.
Read More
Time to buy bond funds? The answer is still "NO."
Read More