Insights on Wealth Management, Investments, & Hawaii

Check out the latest insights, opinions, and ideas from our advisors

Most Popular Articles

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Are Financial Advisor Fees Worth the Investment?

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Investing in AI: Strategies and Considerations for Hawaii Investors

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Why Are Soda Cans Different in Hawaii?

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How to Plan for Large Purchases
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How to Structure an Emergency Fund

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Our Latest Insights

June 7, 2024

Should You Pay Off Your Mortgage or Invest?

One question that comes up quite frequently from clients is whether they should pay off their existing mortgage or use the extra funds to invest instead. As with many decisions like this, the answer is "it depends". The decision to pay off your mortgage or invest depends on several factors, and there is no one-size-fits-all answer.
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May 12, 2023

7 Financial Tips for Small Businesses in Honolulu

Starting and running a small business in Honolulu can be an exciting venture, but it also comes with its fair share of financial challenges. As a small business owner, it's crucial to understand the unique financial considerations that come with operating in Hawaii. In this blog post, we'll provide valuable financial tips to help small businesses navigate the local landscape, maximize profitability, and achieve long-term success. Whether you're a new entrepreneur or a seasoned business owner, these tips will assist you in making sound financial decisions and managing your business effectively.
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April 28, 2023

Does it Snow in Hawaii?

Despite the warm and sunny weather that Hawaii is known for, it is possible for snow to fall on the highest peaks on the Big Island of Hawaii. These peaks, which include Mauna Kea and Mauna Loa, can rise above 13,000 feet (4,000 meters) and experience much cooler temperatures at their summits. These cooler temperatures are caused by a combination of factors, including the altitude, the lack of direct sunlight, and the effects of the trade winds.
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March 17, 2023

How to Save for Retirement in Hawaii

If you're living in Hawaii or plan to retire there, it's important to start saving for retirement as soon as possible. Hawaii is a beautiful place to live, but it's also one of the most expensive states in the US. The quality of life in Hawaii is high, but so is the cost to live there. If you plan to reside there for a long period of time, make sure you have a solid financial plan to last you throughout your retirement.
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February 28, 2023

How Much Do You Need to Save for Retirement?

At some point in their career, most individuals start to wonder, “How much do I need to save for retirement?” and there is no one-size-fits-all answer. This article will walk through some helpful rules of thumb, scenarios, and common issues to hopefully shed some light on a somewhat elusive topic.
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February 09, 2023

Do I Need a Wealth Manager?

The need for a wealth manager, also called a wealth advisor, depends on several factors, including your financial goals, current wealth, and investment experience. But hiring a wealth manager may not make sense for everyone. This article discusses how to evaluate whether or not you need a wealth manager, along with the benefits and risks that come with an advisory relationship.

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January 26, 2023

The Bright Side of Interest Rates

Much has been said about the Federal Reserve’s (“Fed”) aggressive interest rate hikes throughout 2022. To be fair, it was a necessary effort (perhaps a necessary evil) to rein in inflation, which has hit highs not seen since the 1980s. While these rate hikes have had a negative impact on mortgage interest rates, car loan rates, and prices of bonds, there are some positives that will come from returning to a more historically “normal” interest rate environment.
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