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 questions for our clients, we wanted to share our thoughts with all of you. Some of our team has experienced
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, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,
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. Our Hawaiian childhood experience was idyllic, and I am so grateful. My parents continued to raise us in Hawaii and
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 figure such as a Navy SEAL or professional athlete. My hero has always been my dad - or as I call
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics, including their goals, concerns, wishes and fears. What financial concerns keep them up at night? “I
By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug. When we thought about the answer, it was a resounding and confident, "no, we have not.” All the generous people
By Shawn Covarrubias, AIF, Vice President, Operations “It’s only a moment in time.” This is what my father has said to me over the years if I complained about having to do something. My parents have always taken great care of me. They had always been my pillars of strength — until one day
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.
By Laura DeVore, Financial Advisor — They have seen many friends and family members overwhelmed with the grieving process after a loved one passes away. For some, it’s been a tremendous financial burden.
By Landon Yoshida CRPC®, Vice President, Wealth Management — What would your retirement savings look like if you lived into your 90s and beyond? How about at 104 years old? This type of longevity is more common now in America.
