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 figure
The Three Chapters of Retirement
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
Giving Can Make You Happier, All Year Long
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.