Six Tips for Creating Good Financial Habits
By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.
Optimism Amid Uncertainty
We sat down with members of our team to discuss the current situation surrounding the COVID-19 health crisis and the market’s reaction to it. Knowing that what’s happening is raising a lot of
New Baby Checklist: 7 Ways to Get Your Finances Ready
By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents,
Has the ‘Golden State’ lost its luster?
My parents were both born on islands, surrounded by the ocean. My mother born in Japan and father born in Hawaii. My brother and I were born and raised on the island of Oahu.
My Superman and His Pension Plan
By Josh Garland, ChFC, Financial Advisor Every little boy growing up has a hero they look up to and want to emulate, whether it is a comic book character like Superman or a real-life
The Three Chapters of Retirement
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics,